Part Time Wealth Manager (Sales/Flexi Hours)

WEALTH ASIA LLP

Islandwide, Singapore
Performance-based structure including commissions;...
Client relationship management
Financial needs analysis
Tailored insurance product recommendation
This role involves acting as a trusted advisor to conduct deep-dive financial needs analyses and craft bespoke strategies

Job Summary

  • This role involves acting as a trusted advisor to conduct deep-dive financial needs analyses and craft bespoke strategies.
  • Candidates will build and maintain a client portfolio while generating new leads through networking and professional seminars.
  • The position offers flexible working hours, performance-based compensation including commissions, and access to specialized training.

Matching Summary

Match Score: 85

This role involves acting as a trusted advisor to conduct deep-dive financial needs analyses and craft bespoke strategies.

Salary

Performance-based structure including commissions; Renewals and potential bonuses; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs analysis
  • Tailored insurance product recommendation
  • Business development and lead generation
  • Compliance adherence

Nice-to-have

  • Strong interpersonal communication skills
  • Analytical mindset for complex concepts
  • Self-motivated time management
  • Empathetic client support during claims

Key Requirements

  • High level of integrity and professional ethics
  • Ability to explain complex financial concepts simply
  • Experience in risk management and legacy planning

Work Rights

Not specified

Tailored Resume

Cover Letter