Wealth Management Specialist #WFH

Location
Islandwide
Job Type
Full-time
Experience
Mid
Category
General
Salary
$6,000 - $8,000
Posted
4 weeks ago
Expires
Jul 1, 2026
Views
11

Job Details

Vacancies

1 position

Experience Required

No experience required

Job Description

This role 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

*Experienced candidates in the financial services sector are welcome toapply and transition allowances will be provided.

[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 comprehensive training program by successful leaders

3. Business development & digital support for client building

[Incentive]

1. Robust working environment (option to work from home)

2. Company fully sponsored trips to exciting and exoticdestinations 

3. Career progression to be a team lead within 1-2 year

4. Team building incentives 

5. Overseas learning conferences 

[Requirements]

  1. Possesses full working rights in Singapore, no sponsorship
  2. A Level or IB/ Polytechnic Diploma or Degree & higher 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 tosucceed.

2.     Mid career switchers looking to build abusiness and having control over your remuneration and time.

3.     Experienced candidates in the financialsectors are welcome to apply. Attractive transitional allowances will beprovided.

Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137

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