Location
singapore
Job Type
Full-time
Posted
June 22, 2026
Job Description
Wealth Manager
Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.
If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.
Responsibilities- Client acquisition through various prospecting strategies.
- Review prospective/existing client portfolio.
- Propose solutions and planning for client investment and insurance needs.
- Client management and retention.
- Attend and respond to customer queries professionally.
- Service and review financial portfolios in maintaining a long-term customer relationship.
We offer customized learning tracks according to individual development wi...
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