Please Wait
1 jobs in Singapore
Wealth Manager
Galiant Leaders Organisation | Singapore - Newton
Posted 1 Week ago  |  70 views
Education Level
Advanced / Higher / Graduate Diploma
Industry
Accounting / Finance - General/Cost Accounting
Skills
• Good communication and interpersonal skill

Experience
No experience needed

Job description

Position Overview

Are you an ambitious and driven individual looking to build a rewarding career in financial consultancy? Join GLO Agency as a Full-Time Wealth Manager, where you’ll receive comprehensive training, mentorship, and the opportunity to grow in a dynamic and supportive environment. This role is ideal for individuals who are passionate about financial planning, client success, and personal growth.

Key Responsibilities

  • Provide tailored financial solutions to clients, including wealth management, insurance planning, and investment strategies.

  • Conduct in-depth financial assessments to understand clients' goals and risk tolerance.

  • Build and maintain strong client relationships through regular engagement and consultations.

  • Stay updated on financial trends and products to offer the best recommendations.

  • Manage client accounts, ensuring timely updates, policy reviews, and claims assistance.

  • Attend networking events and professional development programs to expand your expertise.

  • Work closely with a team of like-minded professionals in a collaborative environment.

Qualifications

  • Diploma, A-Level Equivalent, or higher in any field.

  • Strong communication skills in English and Mandarin (to engage Mandarin-speaking clients).

  • Passion for financial services and helping clients achieve their financial goals.

  • Self-motivated, goal-oriented, and eager to learn.

  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel), Canva, and Google Workspace (Docs, Sheets, Forms).

  • Singaporean applicants only.

Why Join Us?

  • Performance-Based Bonuses – Your hard work is rewarded with attractive incentives.

  • Company-Sponsored Overseas Retreats – Celebrate your success with exclusive travel opportunities.

  • Professional Growth & Development – Access structured training, mentorship, and career advancement programs.

  • Supportive Team Culture – Work in a positive, collaborative, and inspiring environment.

Job Details

  • Job Type: Full-Time

  • Salary: $3,000 - $5,000 (per month) + Commission & Bonuses

  • Schedule: Monday – Friday

  • Location: In-person

If you’re ready to embark on a fulfilling career in financial consultancy, apply now and be part of our vibrant team at GLO Agency!