Epicareer Might not Working Properly
Learn More
G

Wealth Manager

$ 3,000 - $ 3,000 / month

Checking job availability...

Original
Simplified
Are you an ambitious and driven individual looking to build a rewarding career in financial consultancy? Join GLO Agency as a Full-Time Wealth Manager, where you’ll receive comprehensive training, mentorship, and the opportunity to grow in a dynamic and supportive environment. This role is ideal for individuals who are passionate about financial planning, client success, and personal growth.

Key Responsibilities

Provide tailored financial solutions to clients, including wealth management, insurance planning, and investment strategies.
Conduct in-depth financial assessments to understand clients' goals and risk tolerance.
Build and maintain strong client relationships through regular engagement and consultations.
Stay updated on financial trends and products to offer the best recommendations.
Manage client accounts, ensuring timely updates, policy reviews, and claims assistance.
Attend networking events and professional development programs to expand your expertise.
Work closely with a team of like-minded professionals in a collaborative environment.

Qualifications

Diploma, A-Level Equivalent, or higher in any field.
Strong communication skills in English and Mandarin (to engage Mandarin-speaking clients).
Passion for financial services and helping clients achieve their financial goals.
Self-motivated, goal-oriented, and eager to learn.
Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel), Canva, and Google Workspace (Docs, Sheets, Forms).
Singaporean applicants only.

Why Join Us?

Performance-Based Bonuses – Your hard work is rewarded with attractive incentives.
Company-Sponsored Overseas Retreats – Celebrate your success with exclusive travel opportunities.
Professional Growth & Development – Access structured training, mentorship, and career advancement programs.

Supportive Team Culture – Work in a positive, collaborative, and inspiring environment.