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Wealth Specialist

Salary undisclosed

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  • Overview:*

Join our team as a Wealth Managers and kickstart your career in wealth management. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management.

  • Key Responsibilities:*
  • Participate in a structured training program to learn about our products, sales processes, and risk management strategies.
  • Assist in building and maintaining customer relationships, responding to inquiries, and providing product information.
  • Developing sales presentations, proposals, and marketing materials.
  • Meeting clients to provide risk management solutions.
  • Attend training sessions and workshops to enhance sales skills and industry knowledge.
  • Qualifications:*
  • Min Local Dip/Degree
  • Strong communication and interpersonal skills.
  • Proactive attitude, ability to work independently and as part of a team.
  • Singaporeans Only
  • Benefits:*
  • Competitive salary and performance-based incentives.
  • Comprehensive training and mentorship program.
  • Career advancement opportunities within the sales team or other departments.