Wealth Specialist/Manager

Job Scope:

• Leads are provided, manage client investment portfolios and provide updates on market movements.

• Build and maintain relationships with new and existing clients to grow the business.

• Perform due diligence, research, analysis, and documentation process.

• Attend investment training monthly, fully funded by company.

• Organize and Invite clients for investment events.

• Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.

  Remuneration Package & Benefits:

• Fast track career progression.

• Training allowance provided for successful candidate.

• Career development training will be provided.

• Monthly Investment training by Top Fund Houses.

• Base salary ranges from $4,000 to $12,000 with uncapped remuneration to be achieved, commissions + quarterly bonus included

  Requirements:

• Local Polytechnic Diploma or Degree in any field.

• Effective communication and interpersonal skills.

• Ability to organise and track overlapping tasks and assignments.

• Entry-level/ applicants looking for mid-career switch are welcome.