Wealth Manager

2 days ago

remote, Singapore Placement Professionals, LLC Full-time
Basics & Benefits
  • Up to $6000 fixed monthly allowance
  • Uncapped commission
  • Lifetime passive income
  • Fully sponsored certifications
  • Exciting Convention Destinations for qualifiers yearly

*Experienced candidates in the financial services sector are welcome to apply; we offer transition allowances.

Job Description
  • Provide comprehensive wealth management and financial solutions to both corporate and individual clients.
  • Build, expand, and manage relationships with Mass Affluent and High-Net-Worth (HNW) clients.
  • Support clients with business succession planning and valuation strategies.
  • Assist clients with investment portfolio management, estate planning, and wealth transfer execution.
  • Develop strong, trusted, and long-term relationships with clients through continuous engagement.
  • Create tailored risk management and wealth accumulation strategies based on clients’ financial objectives.
Training & Support
  • Receive personalised 1-to-1 mentorship and guidance from experienced leaders.
  • Participate in a comprehensive 3-month training programme conducted by successful industry professionals.
  • Gain access to business development resources and digital support tools to grow your client base.
Incentive
  • Enjoy a supportive and flexible working environment with work-from-home options available.
  • Receive fully sponsored company trips to attractive and overseas destinations.
  • Opportunity for career advancement into a team leadership role within 1–2 years.
  • Participate in team-building activities and performance-based incentives.
  • Gain exposure to overseas learning programmes and industry conferences.
Requirements
  • Possesses full working rights in Singapore, no sponsorship
  • A Level or Local Polytechnic Diploma or Degree in any field
  • No experience is welcomed to apply as full training and mentorship will be provided.
  • Able to speak basic Mandarin is an advantage to liaise with Mandarin-speaking clients.
Who is suitable to apply:
  • Individuals without prior experience who are motivated and driven to achieve success.
  • Mid-career switchers who want to build their own business while having greater control over their income and schedule.
  • Experienced candidates in the financial services sector are welcome to apply, with attractive transition support provided.