About the Role
We are looking for results-driven individuals to join us as Client Acquisition Managers. In this role, you will proactively identify, approach, and onboard new clients — helping them build wealth through tailored financial strategies. You will own your client pipeline from first contact to long-term advisory relationship.
What You'll Do
- Identify and engage prospective clients through networking, referrals, corporate talks, and digital channels
- Conduct financial discovery sessions to understand client goals, income, assets, and protection gaps
- Present and close customised wealth plans covering investments, insurance, CPF, and legacy planning
- Manage a growing portfolio of clients and drive retention through regular reviews
- Collaborate with team leaders on outreach campaigns and corporate partnership opportunities
What We're Looking For
- Natural relationship-builder — you enjoy meeting people and opening doors
- Confident, persuasive communicator who can earn trust quickly
- Goal-oriented and comfortable working in a performance-driven environment
- Prior sales or client-facing experience is a plus but not required
What We Offer
- CMFAS licensing fully sponsored by the company
- Structured onboarding with dedicated mentor support
- Uncapped commission with first-year acquisition bonus
- Flexible working model — you manage your own schedule
- Fast-track progression to Senior Manager and Team Director
- Top performers earn $10,000–$35,000/month
Pay: $4,000.00 - $10,000.00 per month
Work Location: In person