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Recruit Success Pte. Ltd.

Wealth Manager

Recruit Success Pte. Ltd.

Posted

3 weeks ago

Singapore

Remote

SGD 6K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Wealth Manager role involves providing financial solutions to clients and managing their investment portfolios. Candidates will receive comprehensive training and mentorship to succeed in this position.

About Company

Recruit Success Pte. Ltd. is a human resources services company specializing in exclusive job matching in Singapore.

Core Requirements

  • A Level or Local Poly Diploma or Degree in any field
  • Full working rights in Singapore
  • Basic Mandarin speaking skills preferred
  • Drive to succeed in a sales environment
  • No prior experience required as training is provided

Responsibilities

  • Provide wealth and financial solutions for B2B and B2C clients
  • Grow and manage relationships with Mass Affluent and HNW clients
  • Conduct business succession and valuation planning
  • Manage investment portfolios and estate planning
  • Develop risk and wealth management strategies
  • Establish long-term relationships with clients
  • Participate in training and mentorship programs

Benifits

  • Uncapped commission
  • Lifetime passive income
  • Fully sponsored certifications
  • Company sponsored trips
  • Career progression

Must Have skills

Financial analysisClient relationship managementSales skillsCommunication skillsProblem-solving skills

Job Keywords

Wealth ManagementFinancial ServicesClient RelationsSalesInvestment

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