Wealth Manager

Job Description

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.