Senior Wealth Manager
Job Description
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
Overview
This role focuses on delivering wealth and financial solutions to both B2B and B2C clients, with an emphasis on building and managing Mass Affluent and HNW Clients. You will be responsible for developing client portfolios, providing advisory services, and establishing long-term relationships.
The position offers a combination of fixed allowance, uncapped commission, and lifetime passive income, supported by structured training and mentorship.
Combine advisory, sales, and relationship management, with a strong emphasis on building a scalable client base and long-term income streams.
Key Responsibilities
- Provide wealth & financial solutions for B2B and B2C clients
- Grow, build, and manage relationships with Mass Affluent and HNW Clients
- Support business succession and valuation planning
- Manage investment portfolios and handle estate planning and execution
- Develop risk and wealth management strategies tailored to clients
- Establish and maintain long-term client relationships
Requirements
- SG and PR only
- A Level, IB, Polytechnic Diploma, Degree or higher in any field
- Preferably at least 1 year of experience in the financial industry
- Strong drive to succeed and willingness to build a business
- Suitable for mid-career switchers seeking flexibility in income and time
Experienced candidates in the financial services sector are welcome to apply, with transition allowances provided.
Compensation & Incentives
- Up to $6000 fixed monthly allowance
- Uncapped commission
- Lifetime passive income
- Fully sponsored certifications
- Annual convention trips for qualifiers
Training & Support
- 1:1 mentorship guidance
- Comprehensive training programme by experienced leaders
- Business development and digital support for client acquisition
Work Environment & Career Progression
- Flexible working arrangements, including work-from-home options
- Team-based incentives and overseas learning conferences
- Career progression opportunities to become a team lead within 1–2 years
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