Relationship Manager - Wealth Management

• Job Description:

We’re looking for driven individuals to join our team as Relationship Manager / Financial Consultants. You’ll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.

Key Responsibilities:

• Understand clients’ financial needs and recommend suitable solutions
• Advise on Protection, Savings, and Investment products
• Build and maintain long-term client relationships
• Stay updated on financial products and industry regulations

Requirements:

• Singaporeans Only
• Local Polytechnic Diploma or any Degree
• Strong communication and interpersonal skills
• Self-motivated and goal-oriented
• Full-time, Part-time and Student Advisors are welcome
• No experience required – training provided
• Sales or customer service background is a bonus

What We Offer:

• Basic monthly allowance with attractive commissions and performance bonuses
• Comprehensive training & mentorship
• Flexible working hours
• Clear career advancement opportunities

Job summary

Understand clients’ needs and recommend solutions on Protection and Wealth accumulation products. Build and maintain long-term client relationshipsKey selling points

• Basic monthly allowance with attractive commissions and performance bonuses
• Comprehensive training & mentorship
• Clear career advancement opportunities

Job Type: Full-time

Pay: $7,000.00 - $10,000.00 per month

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Work from home

Education:

• Local Polytechnic Diploma (Required)

Work Location: In person