Wealth Manager

PLACEMENT PROFESSIONALS

Singapore, Singapore
Commission-based; salary range is an average appro...
Bachelor's degree in finance or related field
Knowledge of financial planning and investments
Understanding of insurance concepts
This role focuses on delivering financial planning, investment management, and long-term wealth strategies for clients

Job Summary

  • This role focuses on delivering financial planning, investment management, and long-term wealth strategies for clients.
  • The position involves advising individuals on portfolio structuring, insurance solutions, and asset growth, protection, and transfer.
  • Mentorship and training are provided to support development, making the role suitable for both experienced candidates and fresh graduates.

Matching Summary

Match Score: 85

This role focuses on delivering financial planning, investment management, and long-term wealth strategies for clients.

Salary

Commission-based; Salary Range is an average approximate based on past teammates' earnings

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or related field
  • Knowledge of financial planning and investments
  • Understanding of insurance concepts
  • Strong interpersonal and communication skills

Nice-to-have

  • Experience in portfolio management
  • Ability to work in a team environment
  • Mentorship for fresh graduates available

Key Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Knowledge of Financial Planning and Investment Management
  • Understanding of Finance and Insurance concepts

Work Rights

Not specified

Tailored Resume

Cover Letter