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!
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