Wealth Solution Consultant (Entry Level/Mid Career Switch/No Experience)

Company Description

We invite you to join us at one of the largest and well known financial institutions in the world, a brand you see at Changi Jewel and also when you fly!

We strive to differentiate with different methods proven to deliver success with an award-winning structured system.

Strong Support System: We provide a hand held system to ensure your success here with 1-1 mentorship on a regular basis, especially during the first 3 months where we walk with you through every step of your journey.

Customized Training: Learning is part of progress and hence even before you begin, you will attend a beginner’s training with the training department followed by the advanced level of training in detailed manner by the best of the best. That does not stop where we continue with weekly training on different prospecting methods and skillset as well as knowledge topics

Flexible Working Arrangement: We believe that everybody is their own boss and we give you space for you to thrive, and coach when needed to from - work from home, work from office and work on the go

Remuneration: Pay is important to everyone and that is why over here we offer basic allowance and quarterly bonuses plus recurring bonuses, as well as high commissions of up to 50%.

Provided Leads: A great start to a career makes the rest of it simpler. What makes us different is that we provide you with a frequent source of leads from Day 1 to ensure an edge over your peers amongst our competitors, thats our belief in proper nurturing and grooming

Fast Track Career: When you succeed, we succeed, we believe in a partnership with one another to bring each other to greater heights and thats why promotion can happen in just 4 short years to the top, nothing in life comes easy but we have the tools to help you get there.

Travel and Culture: The world is a pretty place but only if you get to really see it. We reward you with incentives to travel and the best part is your team travelling with you is as motivated, driven, young and passionate as you are!

We invite you to join us, with proper innate determination, desire, discipline and proper structured system as above, you will a life you desire!

Role Description

Coming in as an Wealth Management Associate, your role would be to speak to everyday folks as well as high net worth clients, to provide holistic financial advice customised from legacy, estate planning, asset allocation to investment strategies and solutions. Your role also requires you to build business relationships with new clients here and possible opportunities overseas, follow ups as well as maintaining relationships with existing clients for the long term, whilst working from home, working from office and working on the go.

Qualifications

• Bachelor's Degree or Diploma or JC

• Great interpersonal skills, willing to learn attitude, determined and able to communicate effectively with everyday folks and high net worth individuals

• Strong teamwork, discipline, self-motivated, passion for the business and good organisational skills are a bonus

• Professional certifications such as CFA, CFP, or CPWA would be beneficial

• Microsoft Office, Social Media and Affiliate Marketing are preferred

• Multi-linguistic Abilities are a plus

- Singaporean/PR only