Wealth Manager

To apply or find out more, contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email jiawei@placement.com.sg I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings. Overview This role is for a Wealth Manager responsible for delivering sound insurance and financial advice by assessing clients’ needs and providing holistic advisory services. The position involves building long-term client relationships while developing tailored financial strategies. You will be part of a mentorship programme and utilise fintech solutions, including artificial intelligence, to support client engagement and solution delivery. High-performing individuals with leadership potential may be fast-tracked into management roles. This role combines client acquisition, financial advisory, and relationship management, supported by technology-driven tools and a structured development pathway. Key Responsibilities Acquire clients through various prospecting strategies Participate in business development activities related to Financial Planning Review and assess prospective and existing client portfolios Recommend suitable investment and insurance solutions based on client needs Manage client relationships and support long-term retention Requirements Meet minimum age requirement as per MAS guidelines A Diploma or Bachelor’s Degree Strong communication and interpersonal skills Benefits & Development Competitive compensation package Incentive trips from company and partners Access to fintech tools and artificial intelligence solutions Structured mentorship and professional development Flexible working schedule By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.