Wealth Specialist
Your tasks
About the Role We are looking for motivated and client-oriented individuals to join our team as Wealth Specialists. This is a client-facing role focused on building long-term relationships and providing tailored wealth management to clients across different wealth segments, including mass-market, high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
You will have the opportunity to work with a range of investment products, including multi-asset funds, equities, fixed-income funds and wealth accumulation solutions. Client leads will be provided, alongside structured training and ongoing professional development to support your success in the role.
Job Scope
- Build and expand the company's client base by developing relationships with new and existing clients.
- Engage with clients across mass-market, HNW and UHNW segments to understand their financial objectives, investment preferences and risk profiles.
- Conduct financial needs analysis and recommend suitable investment and wealth accumulation solutions based on clients' needs and objectives.
- Work with a range of investment products, including multi-asset funds, equities, fixed-income funds and accredited investor funds, subject to applicable eligibility and regulatory requirements.
- Leverage company-provided client leads and implement targeted strategies to acquire and develop client relationships.
- Monitor client investment portfolios, provide relevant updates on market movements and support ongoing client relationship management.
- Conduct due diligence, investment research, market analysis and the necessary documentation in accordance with company procedures and regulatory requirements.
- Organise and invite clients to investment-related events, seminars and industry programmes.
- Attend monthly investment training sessions conducted by leading fund houses, fully funded by the company.
- Stay updated on current affairs, financial news, market conditions and industry developments to better support client conversations.
Requirements
Whether you are an experienced professional or looking to make a mid-career switch into the financial services industry, we welcome candidates who are eager to learn, grow and build a rewarding career in wealth management.
- Local Polytechnic Diploma or Degree in any discipline.
- Strong communication, interpersonal and relationship-building skills.
- Good organisational and time-management abilities, with the ability to manage multiple tasks and assignments.
- Self-motivated, proactive and willing to learn.
- Interest in financial markets, investments and wealth management.
- Comfortable working in a client-facing, target-driven environment.
- Entry-level candidates and individuals looking for a mid-career switch are welcome to apply.
- Relevant financial services experience is an advantage but not essential, subject to applicable licensing and regulatory requirements.
What we offer
- Competitive base salary ranging from S$4,000 to S$12,000, subject to experience and suitability.
- Uncapped earning potential based on individual performance.
- Company-provided client leads to support business development.
- Fast-track career progression opportunities.
- Structured career development and professional training.
- Monthly investment training conducted by leading fund houses.
- Opportunities to attend investment events and industry programmes.
- Exposure to diverse client segments, including HNW and UHNW individuals.
- Employee assistance programme.
- Flexible schedule.
- Professional development opportunities.
- Unlimited paid time off, subject to company policy.
- Hybrid work arrangement in Singapore.
Other
Work Location: Hybrid remote in Singapore