- Singapore
Placement Professionals Hiring! Full Time Dual-License Wealth Managers in , Earn up to SGD 12,000 - Ricebowl
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Working Location
Job Description
Responsibilities
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
WhatsApp
+*************
or email
*************
Overview
This role is for a Wealth Management Consultant focused on helping clients grow and protect their wealth through tailored financial strategies. You will provide advisory services across investments, insurance, and retirement planning, supporting clients in achieving long-term financial goals.
The position suits individuals with an entrepreneurial mindset who are looking to build a client base while delivering comprehensive wealth management solutions.
Key Responsibilities
Provide tailored wealth management solutions to support asset growth and protection
Recommend a wide range of financial products, including investments, insurance, and retirement solutions
Advise clients on investment strategies to achieve long-term financial objectives
Build and maintain strong client relationships through consistent engagement and service
Develop and present risk management and protection strategies to safeguard client wealth
Requirements
Strong communication and interpersonal skills
Ability to adapt in a fast-paced environment and willingness to learn
Minimum of A Levels, Local or IB Diploma
CMFAS certificates or relevant financial qualifications are advantageous
Work Environment & Benefits
Flexible working arrangements, including work-from-home options
Ability to manage your own schedule
Supportive and collaborative team environment
Access to mentorship, tools, and industry resources
Opportunity to be dual-licensed to provide both investment and insurance solutions
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456) on
+*************
or email
*************
Overview
This role is for a Wealth Management Consultant focused on helping clients grow and protect their wealth through tailored financial strategies. You will provide advisory services across investments, insurance, and retirement planning, supporting clients in achieving long-term financial goals.
The position suits individuals with an entrepreneurial mindset who are looking to build a client base while delivering comprehensive wealth management solutions.
Key Responsibilities
Provide tailored wealth management solutions to support asset growth and protection
Recommend a wide range of financial products, including investments, insurance, and retirement solutions
Advise clients on investment strategies to achieve long-term financial objectives
Build and maintain strong client relationships through consistent engagement and service
Develop and present risk management and protection strategies to safeguard client wealth
Requirements
Strong communication and interpersonal skills
Ability to adapt in a fast-paced environment and willingness to learn
Minimum of A Levels, Local or IB Diploma
CMFAS certificates or relevant financial qualifications are advantageous
Work Environment & Benefits
Flexible working arrangements, including work-from-home options
Ability to manage your own schedule
Supportive and collaborative team environment
Access to mentorship, tools, and industry resources
Opportunity to be dual-licensed to provide both investment and insurance solutions
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
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