Wealth Relationship Manager

As a Wealth Relationship Manager, you will be part of a team that provides personalised financial advice to clients in managing their wealth accumulation journey. By assesing their financial goals, risk tolerances and investment preferences , you are in charge of tailoring a customised solution for their investment management, retirement planning, tax optimisation and estate planning. You are also in charge of clients' portfolio, adjustment of strategies, and offering of guidance on financial decision to ensure a long term financial security.

Job Description

• Expertise Development: Learn investments from top industry producers and gain personal financial literacy insights
• Develop soft skills: Communication, teamwork , probelm solving, time management, emotional intelligence, leadership and adaptability
• Career Guidance: Ennegram guided tests to understand your inner self for better career direction
• Certification Opportunity: Sponsorship for 4 CMFAS papers, essential for the finance industry
• Networking: Get to know different industry leaders and speak to people from all walks of life

Requirements:

• SGreans and PR only
• Local Diploma and above
• Minimum 21 years old and maximum of 35 years old
• Any majors accepted, no financial background required
• Open-minded and motivated individual

Job Type: Full-time

Pay: $5,000.00 - $8,000.00 per month

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Signing bonus
• Yearly bonus

Education:

• GCE 'A' Level or equivalent (Required)

Work Location: In person