Pacesetters Organisation
Wealth Manager
Skills
19 days ago
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Important information
Contract type:
Permanent
Location:
North East, MD, USA
Work mode:
Onsite
Published on:
8 October 2026
What they need
As a Wealth Manager you will be able to work closely with clients to understand their financial goals and provide tailored wealth management solutions. You will build long-term relationships, offer strategic financial guidance and help clients grow their wealth.
Fresh graduates and ORD personels are welcome to apply, mentorship and training will be provided. Leads will be provided as well.
Key Responsibilities:
- Provide comprehensive financial advice and wealth management solutions
- Manage, grow and protect clients’ investment portfolio
- Conduct financial reviews and recommend suitable strategies for investment, retirement and risk management
- Identify opportunities to expand and deepen client relationships
Requirements:
- Minimum Diploma/Degree holders
- Minimum age 21 years old requirement
- Good organisational, coordination, and time management skills
- Good interpersonal/communication skills
Fun work environment, open concept and work-life balance culture!
Location: Central Novena
Pay: $3,000.00 - $5,000.00 per month
Work Location: In person
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