Job Description

Key Responsibilities

Proactively expand and manage the firm's client base through networking and outreach Conduct financial assessments to provide solutions aligned with clients' goals and needs Develop strategies to acquire and retain clients across different wealth segments Monitor and manage clients' investment portfolios, providing timely updates and market insights Build and maintain long-term, trust-based client relationships Conduct due diligence, handle documentation, and ensure compliance with regulatory requirements Attend company-sponsored monthly investment training sessions led by top-tier fund houses Organise and host exclusive investment seminars and client engagement events Keep abreast of global market trends, financial developments, and economic news to provide informed advice

Remuneration & Benefits

Competitive base salary:

SGD 4,000 - SGD 12,000

, depending on experience

Uncapped performance-based incentives

for high achievers Fast-track

career progression

with structured advancement pathways Continuous professional development through

training and mentorship programmes

Monthly investment training sessions conducted by leading fund houses Regular working hours:

Monday to Friday, 10am - 7pm

Requirements

Diploma from a recognised local polytechnic or Bachelor's degree in any discipline Strong communication, interpersonal, and client-focused skills Highly organised with the ability to manage multiple priorities effectively Open to

fresh graduates

and

mid-career professionals

seeking a rewarding career in wealth management * Previous financial or sales experience is a plus but

not mandatory

(comprehensive training provided)