Wealth Manager

To apply or find out more, contact
Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This role is for a Wealth Manager responsible for delivering sound insurance and financial advice by assessing clients needs and providing holistic advisory services. The position involves building long-term client relationships while developing tailored financial strategies.

You will be part of a mentorship programme and utilise fintech solutions, including artificial intelligence, to support client engagement and solution delivery. High-performing individuals with leadership potential may be fast-tracked into management roles.

This role combines client acquisition, financial advisory, and relationship management, supported by technology-driven tools and a structured development pathway.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Participate in business development activities related to Financial Planning
• Review and assess prospective and existing client portfolios
• Recommend suitable investment and insurance solutions based on client needs
• Manage client relationships and support long-term retention

Requirements

• Meet minimum age requirement as per MAS guidelines
• A Diploma or Bachelor's Degree
• Strong communication and interpersonal skills

Benefits & Development

• Competitive compensation package
• Incentive trips from company and partners
• Access to fintech tools and artificial intelligence solutions
• Structured mentorship and professional development
• Flexible working schedule