Wealth Management Specialist - WFH - Flexible

Meet our director for a career sharing. Upon request, up to $50 transport fare for you to cab to and back will be reimbursed after the session.

Successful Candidate can get :

1. Up to $6000 fixed monthly allowance

2. Uncapped commission

3. Lifetime passive income

4. Fully sponsored certifications

5. Exciting Convention Destinations for qualifiers yearly

• Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.

[Job Description]

1. Providing wealth & financial solutions for B2B and B2C

2. Grow, build and manage Mass Affluent and HNW Clients

3. Business succession and valuation planning

4. Investment Portfolio Management and Estate Planning and Execution

5. Establish long term enriching relationship with clients

6. Develop risk and wealth management strategies for clients

[Training & Support]

1. 1 : 1 mentorship guidance

2. 3 months comprehensive training program by successful leaders

3. Business development & digital support for client building

[Incentive]

1. Robust working environment after the training program (option to work from home)

2. Company fully sponsored trips to exciting and exotic destinations

3. Career progression to be a team lead within 1-2 year

4. Team building incentives

5. Overseas learning conferences

[Requirements]

1. Possesses full working rights, no sponsorship

2. A Level or Local Poly Diploma or Degree in any field

No experience is welcomed to apply as full training and mentorship will be provided.

Who is suitable to apply :

1. No experience and people with drive to succeed.

2. Mid career switchers looking to build a business and having control over your remuneration and time.

3. Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided.

Recruit Success Pte. Ltd. | EA Licence : 24C2093 | EAP : R24120137