Wealth Management Specialist - WFH - Flexible ID-4997

Meet our director for a career sharing. Upon request, up to $50 transport fee for you to cab to and back will be provided after the session.

Successful Candidate Can Get

  • Up to $6000 fixed monthly allowance
  • Uncapped commission
  • Lifetime passive income
  • Sponsored certifications
  • 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.

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[Job Description]

  • Providing wealth & financial solutions for B2B and B2C
  • Grow, build and manage Mass Affluent and HNW Clients
  • Business succession and valuation planning
  • Investment Portfolio Management and Estate Planning and Execution
  • Establish long term enriching relationship with clients
  • Develop risk and wealth management strategies for clients

[Training & Support]

  • 1:1 mentorship guidance
  • 3 months training program by successful leaders, experienced managers and directors
  • Lead generation, business development & digital support for client building

[Incentive]

  • Robust working environment after the training program (option to work from home)
  • Company fully sponsored trips to exciting and exotic destinations
  • Career progression to be a team lead within 1-2 years
  • Team building rewards
  • Overseas learning conferences

[Requirements]

  • Singaporeans only
  • A Level/ Local Polytechnic Diploma/ Degree in any field

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

Who Is Suitable To Apply

  • People with drive to succeed
  • Mid career switchers looking to build a business and having control over your remuneration and time
  • Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided

Wealth Management Specialist - WFH - Flexible ID-4997

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