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Wealth Management Specialist - WFH - Flexible

$5,000 - 7,500/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

Marketing Strategy

Sales Management

Banking

Customer Acquisition

Customer Experience

Customer Satisfaction

Sales Strategy

Investment Banking

B2B Sales

Customer Relations

B2C Sales

Communication Skills

Customer Service

Customer Engagement

Bank Reconciliation

Negotiation Skills

Customer Support

Job Benefits

Remote work options

Lifetime Savings

Training/Certification

Health Insurance

Transport Money

Annual Leave

Career Path

Flexible Hours

Team-building events

Wellness Facilities

Insurance

This job post is managed by

RR
Recruiter Recruit Success

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

Successful Candidate can get:

1. Up to $7500 monthly allowance

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 2-3 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