Editorial summary

The company is seeking a Wealth Manager for Investments to provide financial guidance and advisory services to clients, focusing on achieving their financial goals and long-term security. The role involves client relationship building, offering investment and insurance solutions, and developing a recurring income stream within a structured mentorship program. Key requirements include strong communication skills and a client-focused approach. The position offers a salary of $15,000.

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Job description

[This job id 12556 first appeared in Job-Q.com on 04 Jun 2026]

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

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 financial portfolios to maintain long-term relationships

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven and entrepreneurial mindset
• Ability to think creatively and solve problems
• Motivation to work independently as well as collaboratively in a team
• Passion to make a difference

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income
• Professional development and mentorship

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