- Singapore
Full Time Wealth Specialist Jobs, Salary up to SGD 12,000 in Elevate Staffing - Maukerja
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Job Description
Responsibilities
About the Role
We are looking for motivated and client-oriented individuals to join our team as Wealth Specialists. This is a client-facing role focused on building long-term relationships and providing tailored wealth management to clients across different wealth segments, including mass-market, high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
You will have the opportunity to work with a range of investment products, including multi-asset funds, equities, fixed-income funds and wealth accumulation solutions.
Client leads will be provided
, alongside structured training and ongoing professional development to support your success in the role.
Whether you are an experienced professional or looking to make a mid-career switch into the financial services industry, we welcome candidates who are eager to learn, grow and build a rewarding career in wealth management.
Job Scope
Build and expand the company's client base by developing relationships with new and existing clients.
Engage with clients across mass-market, HNW and UHNW segments to understand their financial objectives, investment preferences and risk profiles.
Conduct financial needs analysis and recommend suitable investment and wealth accumulation solutions based on clients' needs and objectives.
Work with a range of investment products, including multi-asset funds, equities, fixed-income funds and accredited investor funds, subject to applicable eligibility and regulatory requirements.
Leverage company-provided client leads and implement targeted strategies to acquire and develop client relationships.
Monitor client investment portfolios, provide relevant updates on market movements and support ongoing client relationship management.
Conduct due diligence, investment research, market analysis and the necessary documentation in accordance with company procedures and regulatory requirements.
Organise and invite clients to investment-related events, seminars and industry programmes.
Attend monthly investment training sessions conducted by leading fund houses, fully funded by the company.
Stay updated on current affairs, financial news, market conditions and industry developments to better support client conversations.
Remuneration Package & Benefits
Competitive base salary ranging from S$4,000 to S$12,000
, subject to experience and suitability.
Uncapped earning potential based on individual performance.
Company-provided client leads to support business development.
Fast-track career progression opportunities.
Structured career development and professional training.
Monthly investment training conducted by leading fund houses.
Opportunities to attend investment events and industry programmes.
Exposure to diverse client segments, including HNW and UHNW individuals.
Employee assistance programme.
Flexible schedule.
Professional development opportunities.
Unlimited paid time off, subject to company policy.
Hybrid work arrangement in Singapore.
Requirements
Local Polytechnic Diploma or Degree in any discipline.
Strong communication, interpersonal and relationship-building skills.
Good organisational and time-management abilities, with the ability to manage multiple tasks and assignments.
Self-motivated, proactive and willing to learn.
Interest in financial markets, investments and wealth management.
Comfortable working in a client-facing, target-driven environment.
Entry-level candidates and individuals looking for a mid-career switch are welcome to apply.
Relevant financial services experience is an advantage but not essential, subject to applicable licensing and regulatory requirements.
Work Location:
Hybrid remote in Singapore
Elevate Staffing
is a recruitment and staffing company dedicated to connecting talented individuals with meaningful career opportunities across Singapore.
We work closely with employers to understand their hiring needs and match them with suitable candidates based on skills, experience, and career aspirations. At the same time, we support jobseekers throughout the recruitment process by helping them discover opportunities that align with their goals.
Our focus is on building strong, long-term relationships with both employers and candidates through professional service, clear communication, and a people-first approach.
At Elevate Staffing, we believe in
connecting talent with opportunity and helping people take the next step in their careers.
We are looking for motivated and client-oriented individuals to join our team as Wealth Specialists. This is a client-facing role focused on building long-term relationships and providing tailored wealth management to clients across different wealth segments, including mass-market, high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
You will have the opportunity to work with a range of investment products, including multi-asset funds, equities, fixed-income funds and wealth accumulation solutions.
Client leads will be provided
, alongside structured training and ongoing professional development to support your success in the role.
Whether you are an experienced professional or looking to make a mid-career switch into the financial services industry, we welcome candidates who are eager to learn, grow and build a rewarding career in wealth management.
Job Scope
Build and expand the company's client base by developing relationships with new and existing clients.
Engage with clients across mass-market, HNW and UHNW segments to understand their financial objectives, investment preferences and risk profiles.
Conduct financial needs analysis and recommend suitable investment and wealth accumulation solutions based on clients' needs and objectives.
Work with a range of investment products, including multi-asset funds, equities, fixed-income funds and accredited investor funds, subject to applicable eligibility and regulatory requirements.
Leverage company-provided client leads and implement targeted strategies to acquire and develop client relationships.
Monitor client investment portfolios, provide relevant updates on market movements and support ongoing client relationship management.
Conduct due diligence, investment research, market analysis and the necessary documentation in accordance with company procedures and regulatory requirements.
Organise and invite clients to investment-related events, seminars and industry programmes.
Attend monthly investment training sessions conducted by leading fund houses, fully funded by the company.
Stay updated on current affairs, financial news, market conditions and industry developments to better support client conversations.
Remuneration Package & Benefits
Competitive base salary ranging from S$4,000 to S$12,000
, subject to experience and suitability.
Uncapped earning potential based on individual performance.
Company-provided client leads to support business development.
Fast-track career progression opportunities.
Structured career development and professional training.
Monthly investment training conducted by leading fund houses.
Opportunities to attend investment events and industry programmes.
Exposure to diverse client segments, including HNW and UHNW individuals.
Employee assistance programme.
Flexible schedule.
Professional development opportunities.
Unlimited paid time off, subject to company policy.
Hybrid work arrangement in Singapore.
Requirements
Local Polytechnic Diploma or Degree in any discipline.
Strong communication, interpersonal and relationship-building skills.
Good organisational and time-management abilities, with the ability to manage multiple tasks and assignments.
Self-motivated, proactive and willing to learn.
Interest in financial markets, investments and wealth management.
Comfortable working in a client-facing, target-driven environment.
Entry-level candidates and individuals looking for a mid-career switch are welcome to apply.
Relevant financial services experience is an advantage but not essential, subject to applicable licensing and regulatory requirements.
Work Location:
Hybrid remote in Singapore
Elevate Staffing
is a recruitment and staffing company dedicated to connecting talented individuals with meaningful career opportunities across Singapore.
We work closely with employers to understand their hiring needs and match them with suitable candidates based on skills, experience, and career aspirations. At the same time, we support jobseekers throughout the recruitment process by helping them discover opportunities that align with their goals.
Our focus is on building strong, long-term relationships with both employers and candidates through professional service, clear communication, and a people-first approach.
At Elevate Staffing, we believe in
connecting talent with opportunity and helping people take the next step in their careers.
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