Wealth Solution Manager (Private) (Mid-Career / Entry level)

Turn your passion for helping people into a rewarding career.

As a Wealth Manager, you'll work with clients to build personalised financial plans that support their goals at every stage of life. From protecting what matters most to growing long-term wealth, you'll play a meaningful role in helping clients make confident financial decisions.

Whether you're a fresh graduate or looking for a career switch, we'll provide the training, mentorship and support you need to succeed.

Hand Hold Support: We provide a handheld system to ensure your success here with 1-1 mentorship on a regular basis, especially during the first 3 months where we walk with you through every step of your journey.

Customised Training : Learning is part of progress and hence even before you begin, you will attend a beginner's training with the training department followed by the advanced level training in detailed manner by the best of the best that does not stop where we continue with weekly training on different prospecting methods and Professional skillset as well as knowledge topics

Flexible Working Arrangement : We believe that everybody is their own boss and we give you space for you to thrive, and coach when needed to from - work from home, work from office and work on the go

Remuneration: Pay is important to everyone and that is why over here we offer basic allowance and quarterly bonuses plus recurring bonuses, as well as high commissions of up to 50%

Provided Leads : A great start to a career makes the rest of it simpler. What makes us different is that we provide you with a frequent source of leads from Day 1 to ensure an edge over your peers amongst our competitors, thats our belief in proper nurturing and grooming

Fast track career : When you succeed, we succeed, we believe in a partnership with one another to bring each other to greater heights and that's why promotion can happen in just 4 short years to the top, nothing in life comes easy but we have the tools to help you get there

Travel and Culture : The world is a pretty place but only if you get to really see it. And we reward you with incentives to travel and the best part is your team travelling with you is as motivated, driven, young and passionate as you are!

We invite you to join us, with proper innate determination, desire, discipline and proper structured system as above, you will a lite you desire!

Role Description

Coming in as a Wealth Manager, your role would be to speak to everyday folks as well as high net worth clients, to provide holistic financial advice customised from legacy, estate planning, asset allocation to investment strategies and solutions. Your role also requires you to build business relationships with new clients here and possible opportunities overseas, follow ups as well as maintaining relationships with existing clients for the long term, whilst working from home, working from office and working on the go.

Qualifications

1. Singaporean/PR ONLY*
2. Bachelor's Degree or Diploma*
3. Great interpersonal skills, willing to learn attitude, determined and able to communicate effectively with everyday folks and high net worth individuals.
4. Strong teamwork, discipline, self-motivated, passion for the business and good organisational skills are a bonus.
5. Professional certifications such as CFA, CFP, or CPWA would be beneficial.
6. Microsoft Office, Social Media and Affiliate.
7. Marketing is preferred.
8. Multi-linguistic Abilities are a plus.

Only shortlisted applicants will be arranged for an interview.