Wealth Manager

Wealth Manager — Wealth Planning & Management

Interested in helping individuals achieve their financial goals while building a rewarding career? Join our financial advisory team as a Wealth Manager and support clients in planning their financial future through personalised financial solutions.

Your responsibilities -

● Understand clients' financial needs, goals and priorities.

● Provide financial planning guidance on wealth accumulation, protection and retirement planning.

● Build and maintain long-term relationships with new and existing clients.

● Conduct client meetings, financial reviews and regular follow-ups.

● Identify new business opportunities through networking and referrals.

Who we're looking for -

● Minimum Diploma from a local polytechnic or equivalent/higher qualification.

● Strong communication and interpersonal skills.

● Interested in financial planning, wealth management, and client advisory.

● Self-motivated, proactive, and willing to learn.

● Able to build trust and maintain professional client relationships.

Why join us?

Develop practical skills in wealth management and financial planning while working alongside experienced professionals. Gain opportunities for professional development and career progression into leadership roles.