Wealth Management Specialist #WFH #Flexible #Remote - Islandwide, SG

Roles & Responsibilities

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 (fully sponsored)

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

[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 training program by successful leaders, experienced managers and directors

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 years

4. Team building rewards

5. Overseas learning conferences

[Requirements]

1. Singaporeans & PR only

2. A Level / Local Polytechnic Diploma / 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 freedom

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

Tell employers what skills you have

Wealth Management

Lead Generation

Investment Strategies

Valuation

Financial Planning

Wealth

Risk Management

Investment Management

Mentorship

B2B

Portfolio Management

Estate Planning

Team Building

Team Lead

Banking

Business Development

Financial Services