Wealth Solution Manager

Your tasks

[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

Requirements

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

[Requirements]

1. Possesses full working rights in Singapore, no sponsorship/ passes
2. A Level/ Local Polytechnic/ IB Diploma/ Degree or 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 will be provided

Skills: Communication Skills, Investment Banking, Banking, Customer Service, Customer Satisfaction, Customer Experience, Marketing Strategy, B2B Sales, Sales Management, Negotiation Skills, Customer Engagement, Bank Reconciliation, Sales Strategy, B2C Sales, Customer Relations, Customer Acquisition, Customer Support

What we offer

This role can get

1. Up to $6000 fixed monthly allowance
2. Lifetime passive income
3. Sponsored certifications
4. Exciting Convention Destinations for qualifiers (fully sponsored) yearly

[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

Other

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