Wealth Planner

SUMMIT PLANNERS CRUSADERS PTE. LTD.

Singapore, SG
Base: $5,000 to $15,000; bonus/equity: attractive ...
Diploma from singapore polytechnics or degree
Self-motivated and disciplined attitude
Strong interpersonal and communication skills
The role involves developing client relationships and managing critical decisions on investment portfolios across various financial instruments

Job Summary

  • The role involves developing client relationships and managing critical decisions on investment portfolios across various financial instruments.
  • Candidates receive a competitive compensation package with attractive bonuses, incentive trips, and a multifaceted training program covering investments and leadership.
  • Entry-level candidates are welcome as the company provides comprehensive training and coaching to jump-start careers based on performance.

Matching Summary

Match Score: 75

The role involves developing client relationships and managing critical decisions on investment portfolios across various financial instruments.

Salary

Base: $5000 to $15000; Bonus/Equity: Attractive bonuses and incentive trips; Benefits: Allowance scheme and flexible working hours

Skills & Requirements

Must-have

  • Diploma from Singapore Polytechnics or Degree
  • Self-motivated and disciplined attitude
  • Strong interpersonal and communication skills

Nice-to-have

  • Interest in business finance or management
  • Knowledge of derivatives like options/futures
  • Positive attitude and willingness to learn

Key Requirements

  • Minimum Diploma from Local Singapore Polytechnics or Recognized Degree
  • Result-oriented mindset required
  • No prior experience necessary as training is provided

Work Rights

Not specified

Tailored Resume

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