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Wealth Manager/ Management Asssociate Trainee (Basic + comms) (new to industry welcome)

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Full Remote
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Offer summary

Qualifications:

Minimum Diploma from a locally recognized polytechnic or equivalent., No prior experience required; training will be provided., RES5, M9, M8/M8A, HI certifications are a bonus., Driven, passionate, and eager to succeed in the financial industry..

Key responsabilities:

  • Understand the financial goals of clients and provide tailored wealth management solutions.
  • Offer excellent customer service and a premium advisory experience.
  • Build and maintain strong relationships with clients.
  • Help clients plan and manage their financial portfolios.

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Jobscentral
51 - 200 Employees
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Job description

As a Wealth Manager, you will play a crucial front-facing role, helping clients plan and manage their financial portfolios.

Whether or not you have connections, we offer cold market opportunities to help you build a strong client base.

Flexible working hours and international business opportunities, this role is perfect for those who want both success and work-life balance.

Key Responsibilities

  • Understand the financial goals of clients and provide tailored wealth management solutions
  • Offer excellent customer service and a premium advisory experience
  • Build and maintain strong relationships with clients

Requirements

  • Minimum Diploma from a locally recognized polytechnic or equivalent (overseas qualifications also considered)
  • No prior experience required; training will be provided
  • RES5, M9, M8/M8A, HI certifications are a bonus
  • Driven, passionate, and eager to succeed in the financial industry

What We Offer

  • Cold market opportunities (no existing connections needed to start)
  • International business opportunities
  • Flexible working hours and yearly paid travel opportunities
  • A strong support system and multiple platforms to help you succeed
  • Career progression is not limited by anyone

If you're ready to embrace a fulfilling career with endless potential for growth and success, we’d love to hear from you!

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Goal-Oriented

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