About this role
About Us As part of one of the world’s largest banking and financial services organisations, we offer comprehensive financial solutions. Our focus is on delivering personalised services, sustainability, and exceptional client experiences. This is a client-facing role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences. Job Scope: Manage client investment portfolios and provide updates on market movements. Build and maintain relationships with new and existing clients to grow the business. Perform due diligence, research, analysis, and documentation process. Attend investment training monthly, fully funded by company. Organize and Invite clients for investment events. Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions. Remuneration Package & Benefits: Fast track career progression. Training allowance provided for successful candidate. Career development training will be provided. Monthly Investment training by Top Fund Houses. Base salary ranges from $4,000 to $12,000 with uncapped remuneration to be achieved, commissions + quarterly bonus included Requirements: Local Polytechnic Diploma or Degree in any field. Effective communication and interpersonal skills. Ability to organise and track overlapping tasks and assignments. Entry-level/ applicants looking for mid-career switch are welcome.
What they're looking for
Wealth ManagementDue DiligenceSelf-fundedTask Assignment
About Wow Staffing
Industry: Professional & technical servicesSize: 10
Frequently asked questions
What does a Wealth Consultant/Manager at Wow Staffing do?
About Us As part of one of the world’s largest banking and financial services organisations, we offer comprehensive financial solutions. Our focus is on delivering personalised services, sustainability, and exceptional client experiences. This is a client-facing role focused on building relationship…
What skills does this Wealth Consultant/Manager role need?
Key skills for this role include Wealth Management, Due Diligence, Self-funded, Task Assignment.
How much does a Wealth Consultant/Manager at Wow Staffing pay?
This role lists a salary of S$4,000 – S$12,000 per month.
Is this Wealth Consultant/Manager role remote, hybrid, or on-site?
The listing is based in D14 Geylang, Eunos. Check the posting for remote or hybrid options.
How do I apply for this Wealth Consultant/Manager role?
You can apply directly on Wow Staffing's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.
