Wealth Manager

About us

Our company offers fair, transparent, and rewarding career opportunities to all employees. We empower our team with the knowledge and capabilities needed to excel in their chosen career path while maintaining a great work-life balance.

About the role

This is a Wealth Manager position in the financial services sector, focused on developing and maintaining client relationships while providing comprehensive wealth and protection planning services.

Key responsibilities

• Experience in developing long-term relationships with customers
• Provide excellent after-sales service
• Conduct weekly telecalls, provide portfolio updates and value-added services to clients
• Handle new client enquiries
• Assist existing clients with Life & Health claims
• Provide wealth protection, accumulation and distribution planning for clients

Qualification & Experience

• Bachelor's degree, Local Diploma or A Level Certificate
• Able to assist both Chinese and English-speaking clients
• Experience in banking, insurance or financial industry preferred
• RES5, M9, M9A, HI, BCP, PGI, ComGI are preferred
• Fresh graduates and mid-career switchers are welcomed

Benefits

• Monthly salary with CPF plus uncapped incentive/commission
• Professional training
• Company phone and iPad provided
• Employee benefits with GP visits fully covered
• Monthly flex benefits without restriction of category
• Customer leads from various campaigns
• Annual career progression
• Performance Incentive & Uncapped Commission
• Yearly incentive trips

Average Gross Take Home Annual Income (basic + comms + incentive):

*1st year $50,000 to $100,000 (Entry Rank)

*2nd year $100,000 to $150,000 (Senior Rank)

*3rd year $150,000 to 200,000 (Premier Rank)

Pay: $3,000.00 - $4,500.00 per month

Benefits:

• Flexible schedule
• Health insurance
• Parental leave
• Professional development

Work Location: In person