Wealth Solution Development Manager

Responsibilities

• Build and grow your own client portfolio through networking, referrals, and outreach
• Understand clients' financial goals and provide tailored investment solutions
• Develop long-term, trust-based client relationships
• Identify and acquire new clients across different market segments
• Manage client portfolios and provide ongoing market and performance updates
• Organise and invite clients to exclusive investment seminars and events

Requirements

• Local Diploma or Degree in any discipline
• Strong communication and interpersonal skills
• Self-motivated, target-driven, and comfortable engaging with people
• Open to career switchers or entry into the financial services industry
• Positive attitude with willingness to learn and develop.
• Why Join Us
• No finance background required, full training and mentorship provided
• Clear and structured career progression with fast-track opportunities
• Exposure to leading fund houses and investment solutions
• Allowance: $4,000 - $12,000
• Uncapped commission (performance-based, high income potential)
• Quarterly bonus
• Continuous training and professional development support
• Strong networking opportunities within the financial industry
• Working Arrangement
• Hybrid and flexible working arrangement
• Freedom to plan client meetings and manage your own schedule
• Autonomy to conduct off-site client engagements

Additional Information

We are seeking ambitious, people-oriented individuals with a strong sales mindset to join our team. Comprehensive training, mentorship, and structured onboarding will be provided.

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Company Intel

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