Wealth Manager | Training & Mentorship | Fresh Graduates Welcome

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Location:
Newton MRT, Newton
+ 2 others
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Job Types: Part Time, Full Time, Contract
Timing/Shifts: 5 Day Week

S$3000 - 6000

Whether you’re a fresh graduate or exploring a career change, join our team to develop practical skills in financial planning, sales and client relationship management.

Whether you’re a fresh graduate or exploring a career change, join our team to develop practical skills in financial planning, sales and client relationship management.

We’re looking for motivated individuals who enjoy connecting with people, take initiative and want to build a long-term career helping clients plan for their financial future.

What You Can Look Forward To

• Training and mentorship — develop your knowledge of financial planning, insurance solutions and client servicing
• Practical coaching — build confidence in prospecting, conducting client meetings and presenting recommendations
• Performance-based earnings — sales commissions and incentives that reward your results
• Monthly allowance schemes — available to eligible candidates, subject to qualifying criteria and performance requirements
• Overseas incentive trips and conventions — opportunities to qualify based on performance and eligibility

Your Role

You will work with clients to understand their financial needs and recommend suitable insurance and financial planning solutions. This is a client-facing advisory and sales role involving prospecting, relationship building and ongoing client support.

What You’ll Do

• Understand clients’ financial goals, protection needs and priorities
• Recommend suitable solutions for protection, savings and retirement planning
• Explain product features, benefits, costs and risks clearly
• Build your client base through networking, referrals and prospecting
• Conduct regular financial reviews as clients’ needs change
• Assist with applications and policy servicing matters
• Participate in training and work towards agreed activity and sales targets

Who We’re Looking For

• Enjoys meeting people and building lasting relationships
• Self-motivated, responsible and willing to learn
• Open to fee