Looking for candidates to join us as a Wealth Relationship Manager at a local financial institution.
1. primarily serve the individual retail customer and advise them on various personal wealth management and financial products and services offered by the company.
2. to seek opportunities to engage customers through branch touch points, tele-appointments, and/or outreach programs.
3. possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the company to meet their financial goals.
Start Date: Jan 2023
Duration: Permanent full-time
Salary: Fixed Basic Salary from $3000 to $5000. Additional allowance + performance incentives will be given on top of basic salary.
• A diploma (local) / degree (local/overseas/private) in any discipline
• A willingness to work on a flexible schedule that includes weekends
• A passion for finance and wealth management
• Excellent communication and listening skills
• Confidence and Presentation skills
• We offer attractive remuneration and a comprehensive benefits package.
• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Interested applicant may email your info and CVs to this email
[email protected]