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Wealth Management Specialist - WFH - Flexible

$6,000 - 15,000/Month
Finance
Full-Time · Hybrid
Minimum Diploma
Less than a year of experience

Job Requirements

Hybrid
Less than a year of experience
Minimum Diploma

Skills

Communication Skills

Customer Experience

B2C Sales

Customer Acquisition

Negotiation Skills

Sales Strategy

Sales Management

Customer Engagement

Marketing Strategy

Bank Reconciliation

Customer Service

B2B Sales

Banking

Customer Satisfaction

Investment Banking

Customer Support

Customer Relations

Job Benefits

Training/Certification

Health Insurance

Career Path

Annual Leave

Team-building events

Lifetime Savings

Flexible Hours

Insurance

Transport Money

Wellness Facilities

Remote work options

This job post is managed by

RR
Recruiter Recruit Success

Job description for Wealth Management Specialist - WFH - Flexible at Recruit Success Pte. Ltd.

This role can get:

1. Up to $6000 fixed monthly allowance

2. Uncapped commission

3. Lifetime passive income

4. Sponsored certifications

5. 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 1-2 years

4. Team building rewards

5. Overseas learning conferences

[Requirements]

1. Possesses full working rights in Singapore, no sponsorship

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

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

About the company
Recruit Success Pte. Ltd.
Financial Services
1 - 10 employees

Job matching service.

Office address

3 Coleman Street #03-24 Singapore 179804

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Wealth Management Specialist - WFH - Flexible