Wealth Manager

Key Responsibilities:

• Provide personalized financial advice and solutions in areas including
  insurance, investment, retirement, and education planning.
• Maintain and develop long-term client relationships through regular reviews
  and exceptional service.
• Acquire and manage a portfolio of clients, including high-net-worth and mass
  affluent individuals.
• Identify clients’ financial goals and recommend appropriate wealth and risk
  management strategies.
• Keep abreast of development in financial markets, product offerings, and
  regulatory changes.
• Collaborate with internal stakeholders and strategic partners to ensure
  effective delivery of holistic financial solutions.
• Participate in mandatory training, professional development programs, and
  licensing examinations as required under regulatory frameworks (for
  candidates not yet certified).

Job Requirements

Requirements:

• Bachelor’s Degree or equivalent qualification preferred.
• Excellent communication, interpersonal and analytical skills.
• Proactive and self-driven, with a strong focus on results.
• Able to work independently and within a team.
• Prior experience in sales, banking, finance, or insurance is a plus.
• Candidates with relevant certifications (e.g., CMFAS modules) will have an
  added advantage. Candidates without prior experience are welcome; training
  and support will be provided.

Additional Notes

What We Offer:

• Remuneration package: Basic allowance (for inexperienced hires / Transition
  package (for experienced hires) + commission + performance bonus + tactical
  incentives.
• Training & Development: Structured training, continuous learning
  opportunities and mentorship programs designed to support both new and
  experienced advisors.
• Product Access: Wide range of investment and insurance solutions.
• Career Progression: Fast-track managerial opportunities based on
  performance and leadership potential.
• Recognition & Rewards: Overseas incentive trips, performance awards and
  recognition programs for top performers.