Wealth Manager (Sales)

Job Description

• Manage and acquire client portfolio
• Drive client acquisition and retention with exceptional service and tailored financial tools
• Assess clients' financial situations and create customized portfolio solutions for goals like income creation, investments, and lifestyle fundings
• Provide business solutions to consumers and companies (start-ups, SMEs, MNCs) to meet financial goals
• Handle administrative tasks: prepare financial summaries, portfolio performance reports, and income projections
• Build long-term client relationships and act in their best interests

Job Benefits

• Competitive salary, uncapped commission scheme, comprehensive incentives, and year-end bonuses
• Recognition awards with opportunities to travel multiple times yearly to exciting international destinations
• 1 to 1 mentorship and on-the-job learning for career and character development
• Advanced digital tools for hybrid work, allowing flexibility to work from anywhere
• Career advancement opportunities to management level within 2 years

Whether you are a fresh graduate or looking for a mid-career switch, we welcome you to apply!