Wealth Manager - WFH - Flexible

This role can get:

1. Up to $7500 monthly allowance
2. Lifetime passive income
3. Fully sponsored certifications
4. Exciting Convention Destinations for qualifiers (fully sponsored) yearly

*Experienced candidates in the financial services sector are welcome to apply and transition allowances will be offered.

[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 training program by successful leaders, experienced managers and directors
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 exotic destinations
3. Career progression to be a team lead within 2-3 years
4. Team building rewards
5. Overseas learning conferences

[Requirements]

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

No experience is welcomed to apply as full training and mentorship will be provide.

Who is suitable to apply:

1. No experience and people with drive to succeed
2. Mid career switchers looking to build a business and having control over your remuneration and time
3. Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances can be provided

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

Skills: Customer Acquisition, B2B Sales, Customer Support, Customer Engagement, Customer Service, Client Management, Customer Satisfaction, B2C Sales, Customer Experience, Banking, Client Acquisition, Negotiation Skills, Client Engagement, Client Services, Client Relations