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Wealth Manager (Insurance & Investment)

Job post no longer accepts applications

Key Responsibilities
• Acquire and manage a portfolio of clients through various prospecting strategies.
• Conduct financial analysis and review client portfolios.
• Provide tailored wealth planning solutions, including investments and insurance.
• Build and maintain long-term client relationships.
• Address client inquiries professionally and provide financial guidance.

What You Will Gain
• Structured career development with personalized learning tracks.
• Comprehensive training programs, including industry certifications.
• Hands-on mentorship from experienced leaders.
• Regional networking and business development opportunities.

Who We Are Looking For
• Diploma or Degree from a recognized institution (any field).
• Driven, entrepreneurial mindset with a passion for financial planning.
• Strong interpersonal and communication skills.
• Team player with the ability to work independently.
• No experience required 

Why Join Us?

✅ Competitive Compensation (Base Allowance + Incentives + Bonuses)
✅ Recurring Income & Career Growth Opportunities
✅ Annual Incentive Trips & Performance Recognition
✅ Strong Training & Mentorship Support

We respect your privacy, and all applications will be handled confidentially.

Related tags
sales
business development
wealth planner
insurance
fresh graduates
career progression
training provided
travelling opportunities
customer service
finance and banking
personal banker
bancassurance
banking / finance / insurance
invesment banking
JOB SUMMARY
Wealth Manager (Insurance & Investment)
Singapore
a month ago
Entry / Junior
Contract / Freelance / Self-employed

Job post no longer accepts applications
Wealth Manager (Insurance & Investment)

Job post no longer accepts applications