Wealth Manager for Investments
Roles & Responsibilities
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80863812
or email
jiawei@placement.com.sg
Overview
This role involves providing financial guidance and advisory services to clients, helping them achieve their financial goals and long-term security. You will work in a client-focused environment, building relationships while delivering investment and insurance solutions.
The position offers opportunities to develop a recurring income stream and grow within a structured mentorship and professional development framework.
It combines client acquisition, financial advisory, and relationship management, with an emphasis on long-term client engagement and income growth.
Key Responsibilities
- Acquire clients through various prospecting strategies
- Review and assess prospective and existing client portfolios
- Propose investment and insurance solutions tailored to client needs
- Manage client relationships and support retention
- Respond to customer enquiries in a professional manner
- Service and review financial portfolios to maintain long-term relationships
Requirements
- A Diploma or Degree from a recognized institution in any field
- Strong communication and interpersonal skills
- A driven and entrepreneurial mindset
- Ability to think creatively and solve problems
- Motivation to work independently as well as collaboratively in a team
- Passion to make a difference
Benefits & Development
- Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
- Incentive trips
- Opportunity to build recurring income
- Professional development and mentorship
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Tell employers what skills you have
Wealth Management
Creative Problem Solving
Investment Advisory
Due Diligence
Financial Planning
Client Prospecting
Wealth Accumulation
Entrepreneurial Skills
Investment Management
Life Insurance
Business Development
Financial Services
Insurance industry