Wealth Consultant/Manager

About the role

As part of one of the world's largest banking and financial services organisations, we offer comprehensive financial solutions. Our focus is on delivering personalised services, sustainability, and exceptional client experiences. This is a client-facing role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences. Job Scope: Manage client investment portfolios and provide updates on market movements. Build and maintain relationships with new and existing clients to grow the business. Perform due diligence, research, analysis, and documentation process. Attend investment training monthly, fully funded by company. Organize and Invite clients for investment events. Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions. Remuneration Package & Benefits: Fast track career progression. Training allowance provided for successful candidate. Career development training will be provided. Monthly Investment training by Top Fund Houses. Base salary ranges from $4,000 to $12,000 with uncapped remuneration to be achieved, commissions + quarterly bonus included

Requirements

• Local Polytechnic Diploma or Degree in any field.
• Effective communication and interpersonal skills.
• Ability to organise and track overlapping tasks and assignments.
• Entry-level/ applicants looking for mid-career switch are welcome.

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Company Intel

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