Account Manager

Ready to accelerate your career in wealth management and financial services? We’re looking for an ambitious, driven Account Manager to join our high-performing team. If you thrive on building meaningful client relationships and steering your own success, this is your wise choice.

What’s in It for You?

-              Guaranteed monthly allowance + commission + performance bonuses.

-              Education subsidies for professional designations, 1-on-1 mentorship, and structured on-the-job training.

-              Continuous access to prospective client leads to help you expand your portfolio fast.

-              Incentive trips, team contests, and a supportive, collaborative culture.

What You’ll Do

-              Understand clients’ financial goals, risk tolerance, and preferences to offer tailored solutions

-              Identify and pursue cross-selling and up-selling opportunities with a consultative approach

-              Deliver exceptional customer service by addressing client needs promptly and effectively

-              Contribute to improving overall customer experience and engagement

Who We’re Looking For

-              Experience in client-facing sales, account management, or financial services.

-              Exceptional interpersonal skills with a talent for building trust and collaboration.

-              Self-motivated, goal-oriented, and ready to take ownership of your success.

-              Eager to tackle new challenges in a dynamic, high-growth environment.

About Altruist Financial Group Ltd

Founded in 2001, Altruist Financial Group Ltd is a trusted financial planning platform partnered with over 60 renowned global providers. With over two decades of heritage, we empower individuals and businesses through tailored financial advice. We pride ourselves on cultivating long-term client relationships and fostering an environment where energetic talent can thrive.

Ready to level up your career? Apply today to join our team!

All applications will be treated with strict confidence and used solely for recruitment purposes.