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Wealth Manager (Insurance & Investment)

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.

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JOB SUMMARY
Wealth Manager (Insurance & Investment)
Singapore
6 days ago
Entry / Junior
Contract / Freelance / Self-employed