Wealth Manager

Reports To:

Director

Job Overview:

The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good relationship with clients and assists with claims matters.

Responsibilities and Duties:

• Financial Portfolio Management to align to clients' needs
• Identify and develop new business prospects to achieve sales goals
• Provide excellent client service to maintain existing client base
• Support and participate in sales campaigns to facilitate the expansion of business and branding

Benefits / Rewards:

• Flexible Incentive Structure (uncapped potential earnings)
• Training and Professional/Personal Development
• Attractive Rewards Programmes
• Cohesive culture focusing on Teamwork
• The Company emphasises on the importance of work-life balance

Qualifications / Requirements:

• Min. Diploma from a Local Polytechnic (MAS Requirements)
• Prospecting Skills
• Meeting Sales Goals
• Motivation for Sales
• Ability to perform under pressure
• Strong Communication Skills