Wealth Manager for Investments
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
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.