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Jobs or company...
A

Wealth Specialist – Strategic Wealth Management

$ 4,000 - $ 8,000 / month

Apply on

IndeedSG

Availability Status

This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.

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Join Our Team as a Wealth Specialist – Strategic Wealth Management

Are you passionate about crafting tailored investment solutions and driving exceptional portfolio performance? Join our dynamic team of experts, with a client-centric approach and a team of dedicated professionals, we foster innovation, collaboration, and growth and shape the future of financial success for individuals and businesses.

Whether you're an experienced advisor or exploring a new career path in wealth management, we provide the support you need to succeed.We welcome graduates eager to learn and mid-career professionals looking for a rewarding switch into the wealth management industry.

Key Responsibilities:

  • Develop and implement personalized wealth management strategies for individuals and corporate clients, including investment planning, estate planning, and tax optimization.
  • Stay updated on market trends, financial products, and regulatory changes to provide informed advice.
  • Build and maintain long-term relationships with clients by understanding their goals and providing ongoing support.
  • Collaborate with internal teams (e.g., investment, legal, tax) to deliver holistic financial solutions.
  • Maintain compliance with all regulatory requirements and company standards.

What We’re Looking For:

We believe great talent can come from diverse backgrounds. Whether you're a seasoned professional or just starting, these attributes will set you up for success:

For Graduates and Entry-Level Applicants:

  • Min Local Diploma, degree in finance, or a related field.
  • A passion for financial markets, wealth planning, and helping others achieve financial success.
  • Strong interpersonal and communication skills.
  • Have working rights in Singapore
  • No prior experience required, on-the-job training will be provided

For Mid-Career Switchers:

  • A willingness to learn, coupled with transferable skills such as sales, client management, or analytical abilities.
  • A strong desire to build a meaningful career in financial advisory.
  • Previous experience in customer-facing or financial roles is advantageous but not mandatory.

What We Offer:

  • Comprehensive Training and Mentorship: For graduates and career switchers, we provide structured onboarding, skill-building workshops, and one-on-one mentorship to fast-track your success.
  • Competitive Compensation: Competitive compensation package with performance-based incentives.
  • Growth Opportunities: Clear pathways for career advancement within a collaborative and supportive environment.
  • Cutting-Edge Tools and Insights: Access to advanced financial tools and resources.
  • Inclusive Work Culture: A team that values diversity, collaboration, and innovation.

Why Join Us?

Whether you’re starting fresh or transitioning from another career, we provides an environment where talent is nurtured, and passion is rewarded. We’re looking for individuals who share our commitment to empowering clients and driving financial success.

How to Apply:

Ready to elevate your career in wealth management? Submit your resume and a cover letter detailing your expertise. Join us in delivering exceptional wealth solutions to our clients!

Job Types: Full-time, Permanent, Fresh graduate

Pay: $4,000.00 - $8,000.00 per month

Benefits:

  • Flexible schedule
  • Work from home

Schedule:

  • Monday to Friday
  • Weekend availability

Supplemental Pay:

  • Commission pay

Work Location: Hybrid remote in Singapore 119954

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