Talent.com
This job offer is not available in your country.
Wealth Management Consultant (Singapore)

Wealth Management Consultant (Singapore)

Lifessentials Sdn. Bhd.Singapore, Central Region, Singapore
14 days ago
Job description

Requirements

  • Bachelor’s Degree in Finance, Economics, Business, or a related field.
  • Prior experience in relationship management within the banking or financial services industry is highly preferred.
  • High-performing individuals in Sales role of other businesses and industries but willing to study to pass exam are welcome to apply.
  • Strong communication and interpersonal skills.
  • Self-driven, results-oriented, and able to work independently.
  • Proficiency in Mandarin is an added advantage (to liaise with Mandarin-speaking clients).
  • Open to Malaysian citizens only.
  • Candidates, including fresh graduates with strong self-drive and a proactive mindset, are encouraged to apply.

Responsibilities

  • Develop and maintain strong relationships with clients by understanding their financial goals, needs, and risk appetite.
  • Conduct comprehensive financial analysis to design and present customized financial plans.
  • Offer sound investment advice and recommend appropriate financial products aligned with clients’ objectives.
  • Stay up to date with market trends, financial instruments, and regulatory developments.
  • Ensure full compliance with relevant financial regulations, internal policies, and ethical standards.

    • Benefits

  • Comprehensive training and development programs
  • Competitive salary and benefits package
  • High potential for Singapore PR Conversion : Successful and committed individuals may be considered for sponsorship for Singapore Permanent Residency (PR) after two years of employment, subject to individual performance and eligibility criteria set by the Singaporean authorities.

    • Additional Benefits

  • Training Provided
  • Performance Bonus
  • Allowance Provided
  • Annual Bonus

    • Skills

    Sales experience Relationship Management Financial Planning Interpersonal skill

    Important Information

    Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.

    Learn More Save

    Create a job alert for this search

    Management Singapore • Singapore, Central Region, Singapore