Wealth Advisor
Remote / Online - Candidates ideally in
Singapore, Singapore
Listed on 2025-11-06
Singapore, Singapore
Listing for:
Recruit Success Pte. Ltd.
Remote/Work from Home
position Listed on 2025-11-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Wealth Advisor – Recruit Success Pte. Ltd.
We are seeking a Wealth Advisor to provide wealth and financial solutions for both B2B and B2C clients, manage mass affluent and high net worth clients, and handle investment portfolio management and estate planning.
Responsibilities- Provide wealth & financial solutions for B2B and B2C clients.
- Grow, build and manage Mass Affluent and HNW clients.
- Business succession and valuation planning.
- Investment portfolio management and estate planning and execution.
- Establish long term enriching relationships with clients.
- Develop risk and wealth management strategies for clients.
- 1:1 mentorship guidance.
- 3 months comprehensive training program by successful leaders.
- Business development & digital support for client building.
- Up to $6000 fixed monthly allowance.
- Uncapped commission.
- Lifetime passive income potential.
- Fully sponsored certifications.
- Company fully sponsored trips to exciting and exotic destinations.
- Robust working environment after training (option to work from home).
- Career progression to team lead within 1-2 years.
- Team building incentives.
- Overseas learning conferences.
- Possesses full working rights, no sponsorship needed.
- A Level or Local Poly Diploma or Degree in any field.
- No experience and driven individuals.
- Mid‑career switchers looking to build a business with control over remuneration and time.
- Experienced candidates in the financial sectors with transitional allowances.
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