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Wealth Management Specialist

Exclusive opportunity

Onsite

Wealth Management Specialist

Recruit Success Pte. Ltd.

Wealth Management Specialist

Skills

Business Development

3 months ago

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Important information


Contract type:

Permanent

Location:

Singapore

Work mode:

Onsite

Published on:

7 August 2026

What they need


This Role Can Get

  • Up to $6000 fixed monthly allowance
  • Uncapped commission
  • Lifetime passive income
  • Fully sponsored certifications
  • Exciting Convention Destinations for qualifiers yearly
  • Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.

[Job Description]

  • Providing wealth & financial solutions for B2B and B2C
  • Grow, build and manage Mass Affluent and HNW Clients
  • Business succession and valuation planning
  • Investment Portfolio Management and Estate Planning and Execution
  • Establish long term enriching relationship with clients
  • Develop risk and wealth management strategies for clients

[Training & Support]

  • 1:1 mentorship guidance
  • 3 months comprehensive training program by successful leaders
  • Business development & digital support for client building

[Incentive]

  • Robust working environment (option to work from home)
  • Company fully sponsored trips to exciting and exotic destinations
  • Career progression to be a team lead within 1-2 year
  • Team building incentives
  • Overseas learning conferences

[Requirements]

  • Possesses full working rights in Singapore, no sponsorship
  • A Level or IB/ Polytechnic Diploma or Degree & higher in any field

No experience is welcomed to apply as full training and mentorship will be provided.

Who Is Suitable To Apply

  • No experience and people with drive to succeed.
  • Mid career switchers looking to build a business and having control over your remuneration and time.
  • Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided.

Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137

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