Wealth Manager (Training & Leads Provided | Basic Salary + Uncapped Commission)

About Us

We partner with one of Singapore's leading financial advisory firms, helping individuals and families achieve their financial goals through comprehensive wealth management and financial planning.

Whether you're new to the industry or an experienced professional looking for a career transition, we provide the training, mentorship, and support to help you build a successful and rewarding career.

What You’ll Get

• Basic salary: $5,500 – $7,500/month (based on experience)

• Qualified leads provided to support client acquisition (no need to approach friends & family)

• Uncapped commissions and performance bonuses

• Structured training programme and sponsorship for required licensing

• One-to-one mentorship from experienced Wealth Managers

• Hybrid work arrangement with flexible scheduling

• Clear career progression and leadership opportunities

What You'll Do

• Understand clients' financial goals and provide personalised financial planning solutions

• Advise clients on wealth accumulation, protection, retirement, education, and legacy planning

• Build and maintain long-term client relationships through regular reviews

• Follow up on qualified leads provided by the company

• Expand your client portfolio through professional networking and referrals

• Stay updated on financial products, market developments, and industry regulations

Requirements

• Minimum Diploma qualification (local polytechnic or equivalent)

• Singaporean or Permanent Resident (regulatory requirement)

• Strong communication and interpersonal skills

• Self-motivated, driven, and willing to learn

• Comfortable meeting and engaging with clients

• Able to work independently while collaborating within a team

No prior financial advisory experience is required. Comprehensive training, licensing support, and mentorship will be provided for suitable candidates.

Who This Role Is Suitable For

• Fresh graduates seeking a professional and rewarding career

• Mid-career professionals looking for a career switch

• Individuals with experience in sales, banking, insurance, relationship management, or customer service

• Candidates who enjoy building relationships and helping others achieve their financial goals

Career Growth

• Wealth Manager

• Senior Wealth Manager

• Assistant Manager

• Manager

• Leadership opportunities to build and mentor your own team

Why Join Us?

• Structured onboarding with ongoing coaching and mentorship

• Company-supported leads to help you kick-start your career

• Collaborative and supportive team culture

• Recognition, travel incentives, and performance rewards

• Unlimited earning potential with a transparent commission structure

Important Note

This is a client-facing role that requires professionalism, strong communication skills, and a commitment to continuous learning. Only shortlisted candidates who meet the minimum requirements will be contacted.