Investment consultant/Relationship manager

About us

We are a wealth management agency with more than 20 years experience in both B2B and B2C solutions. We also have exclusive partners providing services such as legacy planning, setting up of trusts, offshore clients management and family office set up. Dedicated mentorship and career progression guidance will be available all the time.

Qualifications & experience

• Prior experience in finance is welcome but not necessary
• Minimum education qualifications to be local diploma or degree from recognised institutions
• Singaporeans only

Tasks & responsibilities

• Connecting with clients and prospects through our various B2B and B2C channels and solutions
• Advising clients on how to construct their financial portfolio towards their goals
• Deepening and nurturing relationships with existing clients/accounts through networking events
• Reviewing clients portfolio on a regular basis to update on market trends and opportunities

Benefits

• We offer basic monthly compensation packages of up to $5000 and uncapped commission structure
• WFH and full flexibility for time arrangement especially for parents are more than welcome after basic training
• Full support will be provided which includes training, incentives and exclusive partner programs.