Wealth Executive

About the Role

Our client is expanding its wealth solutions team and is seeking client-focused Wealth Executives to develop and manage long-term relationships with individual and high-net-worth clients.

This role focuses on understanding clients financial objectives and providing suitable wealth management and investment solutions based on their needs.

Candidates from banking, financial services, investment, relationship management, sales, business development or other client-facing backgrounds are welcome to apply.

Key Responsibilities

• Develop and maintain long-term relationships with clients.
• Understand clients financial objectives, investment needs and wealth goals.
• Identify suitable wealth and investment solutions based on clients requirements.
• Conduct client meetings, presentations and financial needs discussions.
• Develop new business opportunities through networking, referrals and relationship building.
• Strengthen existing client relationships and identify opportunities to support clients evolving wealth needs.
• Keep up to date with relevant investment products, market developments and wealth solutions.
• Work closely with internal teams to provide a professional and seamless client experience.
• Ensure all client engagement and business activities are conducted in accordance with regulatory and compliance requirements.

Requirements

• Diploma or Degree in any discipline.
• Strong communication, interpersonal and presentation skills.
• Comfortable engaging clients and building professional relationships.
• Self-motivated, driven and results-oriented.
• Candidates with experience in banking, wealth management, investment, financial services, relationship management, sales or business development will have an advantage.
• Candidates transitioning from other industries with strong client-facing or business development experience are also welcome to apply.
• Existing client network or experience in developing client relationships will be an added advantage.

What We Offer

• Competitive fixed monthly remuneration / allowance package with attractive variable commission and performance incentives.
• Structured training and onboarding support.
• Professional development opportunities in wealth management and investment solutions.
• Hybrid and flexible working arrangement.
• Exposure to wealth and investment solutions within an established financial services environment.
• Opportunity to develop long-term client relationships and build a career in wealth management.

Training & Professional Development

Relevant industry training and licensing support will be provided, subject to the applicable eligibility requirements.

Candidates without prior financial industry experience may also be considered based on their qualifications, transferable skills and suitability for the role.

Who We Are Looking For

We welcome applications from professionals who are looking to build or transition into a career in Wealth Management, Investment Solutions, Relationship Management and Client Advisory.

If you are confident in engaging clients, enjoy building relationships and are motivated by business development and performance, we encourage you to apply.

Apply now to explore this Wealth Executive opportunity.