Wealth Manager for Investments
Location
singapore, singapore
Job Type
Full-time
Category
Other-General
Posted
June 27, 2026
Overview
This role involves providing financial guidance and advisory services to clients, helping them achieve their financial goals and long-term security. You will work in a client-focused environment, building relationships while delivering investment and insurance solutions.
The position offers opportunities to develop a recurring income stream and grow within a structured mentorship and professional development framework.
It combines client acquisition, financial advisory, and relationship management, with an emphasis on long-term client engagement and income growth.
Key Responsibilities- Acquire clients through various prospecting strategies
- Review and assess prospective and existing client portfolios
- Propose investment and insurance solutions tailored to client needs
- Manage client relationships and support retention
- Respond to customer enquiries in a professional manner
- Service and review fin...