Wealth Manager

Overview

This Wealth Manager role based in Singapore is open to candidates possessing full working rights without the need for sponsorship or a work pass. The position offers a competitive monthly fixed allowance of up to $6000, uncapped commission earnings, lifetime passive income opportunities, fully funded professional certifications, and annual incentive trips to exciting destinations for top performers.

Key Responsibilities

• Deliver tailored wealth and financial solutions to both B2B and B2C clients.
• Expand, cultivate, and oversee portfolios of Mass Affluent and High Net Worth clients.
• Support clients with business succession planning and company valuation processes.
• Manage investment portfolios alongside estate planning and execution services.
• Build and maintain long-lasting, meaningful client relationships.
• Design risk and wealth management strategies aligned with client goals.

Training and Support

• One-on-one mentorship for personalised guidance.
• Three-month extensive training conducted by seasoned leaders.
• Assistance with business development and digital platforms to increase client acquisition.

Incentives and Career Progression

• Dynamic working environment with optional work-from-home arrangements.
• Company-sponsored trips to remarkable and exotic locations annually.
• Opportunities for career development aiming at leadership roles within 1-2 years.
• Team-building rewards and international learning conferences.

Requirements

• Must have unrestricted work authorization in Singapore without sponsorship requirements.
• Educational qualifications of A Level, Polytechnic diploma, IB Diploma, Bachelor's degree or higher in any discipline.
• Fluency in basic Mandarin considered advantageous for client interactions.

Suitable Candidates

• Individuals with no prior experience but driven to succeed in wealth management.
• Professionals contemplating a mid-career shift, seeking business ownership with autonomy over earnings and schedule.
• Experienced financial sector personnel eligible for attractive transition allowances.

Recruit Success Pte. Ltd. holds an EA Licence: 24C2093 and EAP registration number R24120137.