Wealth Manager

Job Description

As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on experience in supporting our expansion strategies.

Key Responsibilities

• Developing a wealth and sales strategy focused on financial revenue and customer satisfaction
• Promote the company’s wealth products/services addressing or predicting clients’ financial and investment objectives
• Driving sales and arranging business development meetings with prospective client
• Conduct research to identify new markets and customer needs
• Arrange business development meetings with prospective clients
• Prepare sales contracts ensuring adherence to law-established rules and guidelines
• Maintain client relationships and after-service support
• Build long-term relationships with new and existing customers

Qualifications:

• Local Diploma or Full GCE ‘A’ level and above
• Singapore Citizens & Singapore PRs only
• Proficiency in Microsoft Office.
• Strong communication skills and outgoing personality.

Benefits:

• Opportunity to learn from experienced professionals in managing a wide spectrum of wealth products.
• Exposure to real-world business scenarios.
• Hands-on experience in sales and business development.
• Networking opportunities within the company and external stakeholders.
• Hybrid and Flexible working environment open for discussion
• High allowance commission.
• No prior experience required.