Wealth Manager (Sales) - Islandwide, SG

Roles & Responsibilities

About the Role

We are looking for driven, passionate and hardworking individuals to help affluent & HNW clients grow their wealth.

Responsibilities

• Identify HNW clients' needs through our proven effective in-house diagnostic testing
• Keep abreast of market news and its rippling impacts to clients' portfolios
• Curate customised holistic portfolio with detailed analytics
• Recommend viable solutions to meet clients' objectives
• Provide regular reviews and analytical reports on clients' investment portfolio
• Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience
• Coordinate efforts in delightful experiential events and seminars for existing and prospective clients

Who We Are

We are a young team comprising of 20+ members who are rapidly growing.

We believe in living with flair by advocating work-life balance through our regular sports activities, family outings and community outreach.

Benefits :

✅ Personalised full spectrum structured training from wide array of investment products to analytical tools

✅ Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists

✅ Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements

✅ Dedicated mentorship program with on-the-job training with mentors

✅ Flexible work hours

✅ Flexible leave arrangements

✅ Well-rounded office facilities including gym, shower, swimming pool

✅ Spacious meeting rooms with fragrant selection of coffee and tea for client visits

✅ Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants

✅ Attractive upfront sign-on bonus with recurring remuneration

✅ Optional : Fun-filled team recreational & sports activties

Minimum qualification : Diploma

Customer service / sales experience preferred but not compulsory.

Mid career switch welcome.

Tell employers what skills you have

Sales

Risk Management Solutions

Investment Advisory

Investments

Wealth

Private Banking

Mentorship

Portfolio Management

Networking

New Business Development

Banking

Finance

Customer Service

Financial Services

Customer Journeys