Wealth Solutions Development Manager
Wealth Solutions Development Manager
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
Introduction
As part of one of the longest-standing and globally recognised financial organisations, the company contributes to a legacy defined by trust, innovation, and enduring value. It is committed to delivering tailored solutions, upholding exceptional service standards, fostering long-term relationships, and advancing sustainable progress.
Role
We are currently seeking Wealth Solutions Development Managers who are passionate about building your own team of like-minded associates to guide clients towards their financial goals.
This is a full-time position offering fast-track career progression.
We welcome entry-level candidates as well as individuals considering a mid-career switch—if you're driven and eager to grow, we’d love to hear from you.
Key Responsibilities
• Conduct portfolio reviews and analyses to align financial solutions
with clients' objectives
• Managing and servicing of client investment portfolios.
• Prepare financial analysis reports and monitor market trends to
identify opportunities and risks.
• Coordinate with internal stakeholders to ensure timely execution of
investment strategies and client requests.
• Attend investment meetings and training sessions with fund
managers and product teams from top fund houses
• Ensure compliance with all regulatory and internal standards of the
organisation.
Qualifications
• A recognised local Polytechnic Diploma or Degree in Finance, Economics, Business or any related fields.
• Strong communication and interpersonal skills
• Ability to organise and manage overlapping tasks and assignments
• Applicants must be 21 years and above
Remuneration Package & Benefits
• Base salary from $4,000 to $12,000
• Quarterly bonus and commissions
• Fast-track career progression
• Career development training provided
• Monthly investment training by top fund houses
• Working hours: Monday to Friday, 10.30am – 7pm
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