Wealth Solution Executive

Job Description

Our client is seeking a motivated and results-driven Wealth Solution Executive to develop client relationships, understand clients’ financial objectives and introduce suitable wealth and investment solutions.

Key Responsibilities

• Develop and maintain relationships with prospective and existing clients.
• Understand clients’ financial goals and wealth management needs.
• Present relevant wealth and investment solutions based on clients’ requirements.
• Identify new business opportunities through networking, referrals and client engagement.
• Provide professional follow-up and maintain long-term client relationships.
• Keep updated on market developments, financial products and industry trends.
• Work towards individual business development and performance targets.

Requirements

• Minimum local Diploma or equivalent qualification.
• Strong communication, interpersonal and relationship-building skills.
• Self-motivated, proactive and target-oriented.
• Candidates from sales, customer service, banking, insurance, property or other client-facing backgrounds are welcome.
• Relevant financial services experience is an advantage but not mandatory.
• Willingness to complete relevant regulatory examinations and training, where required for the role.

Remuneration Package

• Commission-based remuneration structure.
• Performance-based incentives and bonuses, subject to the applicable scheme and eligibility criteria.
• Earnings are dependent on individual performance and business results.
• Training and career development opportunities.

Interested applicants are welcome to apply. Our client welcomes candidates from diverse professional backgrounds who are keen to develop a career in wealth and financial services.