Wealth Solution Consultant

STAYCARAT TALENT

Islandwide, Singapore
Base: $4,000 to $12,000; bonus/equity: uncapped re...
Conduct detailed financial analyses
Manage client investment portfolios
Perform due diligence on investments
The role involves expanding the client base by identifying and engaging potential clients across different wealth segments

Job Summary

  • The role involves expanding the client base by identifying and engaging potential clients across different wealth segments.
  • Candidates will manage client investment portfolios while providing timely updates on market movements and conditions.
  • The company offers a base salary ranging from $4,000 to $12,000 with uncapped remuneration potential and funded training.

Matching Summary

Match Score: 75

The role involves expanding the client base by identifying and engaging potential clients across different wealth segments.

Salary

Base: $4,000 to $12,000; Bonus/Equity: Uncapped remuneration potential; Benefits: Training allowance, career development training, monthly investment training

Skills & Requirements

Must-have

  • Conduct detailed financial analyses
  • Manage client investment portfolios
  • Perform due diligence on investments
  • Organize client investment events

Nice-to-have

  • Effective communication skills
  • Ability to track multiple tasks
  • Interest in market trends

Key Requirements

  • Local Polytechnic Diploma or Degree
  • Entry-level candidates welcome
  • Mid-career switchers welcome

Work Rights

Not specified

Tailored Resume

Cover Letter