Wealth Manager

Job Type: Full time

Salary: $4,000 – $6,000 per month

Structured training and guidance are constantly provided from the start.

Multiple cold market platforms (more than other companies) provided for you to bring in sales & excel in the role. No need for you to prospect your friends and family.

Opportunities to specialise in investments or corporate insurance/group employee benefits sales after awhile of being in the business.

Ample career progression opportunities to rise up the ranks to Senior and Master, and lead a team/agency if you excel over time.

Work from home or in office. Flexibility of work schedule – you decide the days and time you want to work.

Yearly paid travel opportunities to Europe, North/South America, Asia.

Experienced consultants are welcome to apply for senior title. Bankers with compliance records are welcome also.

Duties:

  • Understand the financial goals of clients and offer wealth management solution such as investment, insurance & savings products to help them protect & grow their wealth
  • Provide excellent customer service and advisory experience
  • Relationship building with clients

Requirements:

  • Diploma in a locally recognised polytechnic minimum or the equivalent of overseas
  • No experience welcome
  • RES5, M9, M8/M8A, HI certified is a bonus

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