Wealth Solution Executive

Our client is seeking a motivated and results-driven Wealth Solution Executive to develop client relationships, understand clients’ financial objectives and introduce suitable wealth and investment solutions.

Key Responsibilities

Develop and maintain relationships with prospective and existing clients.

Understand clients’ financial goals and wealth management needs.

Present relevant wealth and investment solutions based on clients’ requirements.

Identify new business opportunities through networking, referrals and client engagement.

Provide professional follow-up and maintain long-term client relationships.

Keep updated on market developments, financial products and industry trends.

Work towards individual business development and performance targets.

Requirements

Minimum local Diploma or equivalent qualification.

Strong communication, interpersonal and relationship-building skills.

Self-motivated, proactive and target-oriented.

Candidates from sales, customer service, banking, insurance, property or other client-facing backgrounds are welcome.

Relevant financial services experience is an advantage but not mandatory.

Willingness to complete relevant regulatory examinations and training, where required for the role.

Remuneration Package

Commission-based remuneration structure.

Performance-based incentives and bonuses, subject to the applicable scheme and eligibility criteria.

Earnings are dependent on individual performance and business results.

Training and career development opportunities.

Interested applicants are welcome to apply. Our client welcomes candidates from diverse professional backgrounds who are keen to develop a career in wealth and financial services.

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