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Wealth Management Specialist #Wfh

Recruit Success Pte. Ltd.

IslandwidePart TimeS$6,000 – S$8,000/mo

Posted 2 Jul 2026

About this role

This role can get: 1. Up to $6000 fixed monthly allowance 2. Uncapped commission 3. Lifetime passive income 4. Fully sponsored certifications 5. Exciting Convention Destinations for qualifiers yearly *Experienced candidates in the financial services sector are welcome toapply and transition allowances will be provided. [Job Description] 1. Providing wealth & financial solutions for B2B and B2C 2. Grow, build and manage Mass Affluent and HNW Clients 3. Business succession and valuation planning 4. Investment Portfolio Management and Estate Planning and Execution 5. Establish long term enriching relationship with clients 6. Develop risk and wealth management strategies for clients [Training & Support] 1. 1:1 mentorship guidance 2. 3 months comprehensive training program by successful leaders 3. Business development & digital support for client building [Incentive] 1. Robust working environment (option to work from home) 2. Company fully sponsored trips to exciting and exoticdestinations 3. Career progression to be a team lead within 1-2 year 4. Team building incentives 5. Overseas learning conferences [Requirements] Possesses full working rights in Singapore, no sponsorship A Level or IB/ Polytechnic Diploma or Degree & higher in any field No experience is welcomed to apply as full training and mentorship will be provided. Who is suitable to apply: 1. No experience and people with drive tosucceed. 2. Mid career switchers looking to build abusiness and having control over your remuneration and time. 3. Experienced candidates in the financialsectors are welcome to apply. Attractive transitional allowances will beprovided. Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137

What they're looking for

Wealth ManagementAsset ManagementMicrosoft ExcelLong-term Customer Relationships

About Recruit Success Pte. Ltd.

Industry: Administrative & support services

Frequently asked questions

What does a Wealth Management Specialist #Wfh at Recruit Success Pte. Ltd. do?

This role can get: 1. Up to $6000 fixed monthly allowance 2. Uncapped commission 3. Lifetime passive income 4. Fully sponsored certifications 5. Exciting Convention Destinations for qualifiers yearly *Experienced candidates in the financial services sector are welcome toapply and transition allowanc…

What skills does this Wealth Management Specialist #Wfh role need?

Key skills for this role include Wealth Management, Asset Management, Microsoft Excel, Long-term Customer Relationships.

How much does a Wealth Management Specialist #Wfh at Recruit Success Pte. Ltd. pay?

This role lists a salary of S$6,000 – S$8,000 per month.

Is this Wealth Management Specialist #Wfh role remote, hybrid, or on-site?

The listing is based in Islandwide. Check the posting for remote or hybrid options.

How do I apply for this Wealth Management Specialist #Wfh role?

You can apply directly on Recruit Success Pte. Ltd.'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.