Total 21 job vacancies by Wealth Asia Llp

You will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets, and learning the tips and tricks in Sales & Marketing.

Job Highlights

• High Basic Pay + Incentives
• Work Life Balance with Flexible Work Schedule
• Career Development Opportunities

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Excellent communication and interpersonal skills
• Interest and passion for sales
• Willingness to learn and undergo training
• Team player, proactive and collaborative
• Self-motivated and goal-oriented
• No working experience required as comprehensive training will be provided.

If you are passionate about helping clients achieve their financial goals, we want to hear from you!

As a Business Development Intern, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying growth strategies and opportunities, sales prospects, business development, customer acquisition and so forth to expand our market presence. This internship offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, customer acquisition, and hands-on experience in supporting our company expansion plans.

Key Responsibilities:

1. Develop business development meetings and identify customer’s financial needs.
2. Provide consulting and advisory services and tasks.
3. Drive sales prospects, strategies, proposals and targets.
4. Assist in identifying and generating leads through research and outreach.
5. Analyze data to improve sales and business development efficiency.
6. Help create prospect lists and maintain a database of potential clients and partners.
7. Support relationship development with clients, partners, and vendors, and retain customer satisfaction.
8. Maintain records of sales and business development activities.

Qualifications:

• Local Diploma or Full GCE ‘A’ level and above
• 21 years and above
• Singaporeans and PR only.
• Proficiency in Microsoft Office.

Benefits:

• Opportunity to learn from experienced professionals in managing a wide spectrum of wealth products.
• Exposure to real-world business scenarios.
• Hands-on experience in sales and business development.
• Networking opportunities within the company and external stakeholders.
• Hybrid/Flexi Working Environment open for discussion
• Pay/Allowance is negotiable upon your intake based on experience.
• No prior experience required. Learning and full guidance provided.

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Analyze client’s wealth and financial circumstances, provide advice and solutions based on their needs and objectives.
• Collaborate with partners to provide comprehensive client services eg. wealth and investment planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
• Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
• Follow up with clients constantly to re-evaluate their current condition and future objectives.
• Maintaining relationships with existing clients and key accounts
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and conduct sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all

If you believe in yourself, we would love to meet you!

As a Sales and Business Development Intern, you will assist our Wealth Director as well as Sales and Business Development team in various tasks aimed at identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise and hands-on experience in supporting our expansion strategies.

Key Responsibilities:

1. Participate in sales and marketing activities, and receiving training on sales prospecting techniques.

2. Contribute to the overall sales team efforts and help achieve sales targets.

3. Assist in developing and generating leads through research and outreach.

5. Support relationship development with clients, partners, and vendors.

6. Analyze data to improve business development efficiency.

7. Assist in creating sales materials and proposals.

8. Maintain records of sales and business development activities.

9. Maintain good communication with customers and provide excellent customer service and support.

10. Help create prospect lists and maintain a database of potential clients and partners.

Qualifications:

• Local Diploma or Full GCE ‘A’ level and above
• 21 years old and above
• Singaporeans and PR only.
• Proficiency in Microsoft Office

Benefits:

• Hands-on experience in sales, business development and consulting/advisory relating to wealth management.
• Opportunity to learn from experienced professionals and receive full guidance.
• Exposure to real-world business scenarios.
• Networking opportunities within the company.
• Hybrid/Flexi/Part-Time Working Environment open for discussion
• Pay/Allowance is negotiable upon your intake based on experience.

Looking for a rewarding student life and get ahead of your peers in qualifications and experience?

We have internship programmes specially catered for students in financial services and agency management:

• Industry recognised certifications in financial services industry

• Full training on financial services and management

• Opportunity to progress to agency management

• Direct mentorship from practitioners and industry leaders

• Rewarding allowances and iPad to support interns in the programme

• Overseas incentive trips

Requirements:

• 21 years old and above;

• Local Diploma or Full GCE ‘A’ level and above;

• Only for students studying in Singapore

• Singapore Citizens & Singapore PRs only

You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Provide wealth and financial planning and consultation services
• Develop and execute strategic sales plans to achieve sales targets and expand customer base.
• Servicing clients through periodic investment portfolio reviews, industry and solutions updates, etc
• Build and maintain strong relationships with existing clients and key accounts.
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and deliver sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.

Job Description

As a Sales and Business Development Executive, you will assist our Wealth and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on experience in supporting our expansion strategies.

Key Responsibilities

• Developing a business development strategy focused on financial revenue and customer satisfaction
• Promote the company’s products/services addressing or predicting clients’ financial and investment objectives
• Driving sales and arrange business development meetings with prospective client
• Conduct research to identify new markets and customer needs
• Arrange business development meetings with prospective clients
• Prepare sales contracts ensuring adherence to law-established rules and guidelines
• Keep records of sales, revenue, invoices etc.
• Provide after-sales support
• Build long-term relationships with new and existing customers

Qualifications:

• Local Diploma or Full GCE ‘A’ level and above
• 21 years and above
• Singapore Citizens & Singapore PRs only
• Proficiency in Microsoft Office.
• Strong communication skills and outgoing personality.

Benefits:

• Opportunity to learn from experienced professionals in managing a wide spectrum of wealth products.
• Exposure to real-world business scenarios.
• Hands-on experience in sales and business development.
• Networking opportunities within the company and external stakeholders.
• Hybrid and Flexible working environment open for discussion
• High allowance + commission.
• No prior experience required.

Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, and ensuring their portfolios remain aligned with their long-term goals.

Responsibilities:

• Partner with Wealth Advisors to gather in-depth client information and understand their financial goals, risk tolerance, and investment preferences.
• Assist with the development and implementation of comprehensive wealth management plans, encompassing: Mortgage Advisory: Analyze client needs and recommend suitable mortgage options, collaborating with loan officers to secure optimal financing.
  Wills and Trusts: Coordinate with estate planning specialists to ensure clients have appropriate legal documents in place for asset protection and wealth transfer.
  Insurance: Evaluate client insurance needs and recommend suitable coverage options, including life, disability, and long-term care insurance.
  Investments: Conduct research and analysis of financial markets, instruments, and economic trends. Utilize financial modeling tools to evaluate investment opportunities and propose suitable investment strategies aligned with client risk tolerance and investment goals.
• Monitor client portfolios and ensure adherence to investment guidelines and risk parameters.
• Prepare comprehensive reports and presentations summarizing investment performance, market insights, and overall wealth management strategies for client review.
• Assist with client onboarding and account maintenance tasks, ensuring all documentation is accurate and up-to-date.
• Stay up-to-date on current financial news, regulations, and wealth management best practices.

Qualifications:

• Diploma, Bachelor's degree or equivalent experience.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and wealth management software.
• Working knowledge of financial markets, investment principles, estate planning concepts, and insurance products.
• Strong communication and interpersonal skills, with the ability to build rapport with affluent clients.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.

Benefits:

• Competitive salary and benefits package.
• Opportunity to learn from experienced professionals in the wealth management industry.
• Gain valuable experience in portfolio management, wealth planning strategies, and client service.
• Career development opportunities within a growing company.

If you are a highly motivated and results-oriented individual with a passion for finance and a dedication to client service, we encourage you to apply!

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Analyze client’s financial circumstances, provide advice and solutions based on their needs and objectives.
• Collaborate with partners to provide comprehensive client services eg. wealth and investments planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
• Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
• Follow up with clients constantly to re-evaluate their current condition and future objectives.
• Maintaining relationships with existing clients and key accounts
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and conduct sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all

If you believe in yourself, we would love to meet you!

You will participate in sales and marketing activities, and receiving training on sales techniques. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets, and learning the tips and tricks in Sales & Marketing.

Job Highlights

• High Basic Pay + Incentives
• Work Life Balance with Flexible Work Schedule
• Career Development Opportunities

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Excellent communication and interpersonal skills
• Interest and passion for sales
• Willingness to learn and undergo training
• Team player, proactive and collaborative
• Self-motivated and goal-oriented
• No working experience required as comprehensive training will be provided.

If you are passionate about helping clients achieve their financial goals, we want to hear from you!

You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Provide wealth and financial planning and consultation services
• Develop and execute strategic sales plans to achieve sales targets and expand customer base.
• Servicing clients through periodic investment portfolio reviews, industry and solutions updates, etc
• Build and maintain strong relationships with existing clients and key accounts.
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and deliver sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.

Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, and ensuring their portfolios remain aligned with their long-term goals.

Responsibilities:

• Partner with Wealth Advisors to gather in-depth client information and understand their financial goals, risk tolerance, and investment preferences.
• Assist with the development and implementation of comprehensive wealth management plans, encompassing: Mortgage Advisory: Analyze client needs and recommend suitable mortgage options, collaborating with loan officers to secure optimal financing.
  Wills and Trusts: Coordinate with estate planning specialists to ensure clients have appropriate legal documents in place for asset protection and wealth transfer.
  Insurance: Evaluate client insurance needs and recommend suitable coverage options, including life, disability, and long-term care insurance.
  Investments: Conduct research and analysis of financial markets, instruments, and economic trends. Utilize financial modeling tools to evaluate investment opportunities and propose suitable investment strategies aligned with client risk tolerance and investment goals.
• Monitor client portfolios and ensure adherence to investment guidelines and risk parameters.
• Prepare comprehensive reports and presentations summarizing investment performance, market insights, and overall wealth management strategies for client review.
• Assist with client onboarding and account maintenance tasks, ensuring all documentation is accurate and up-to-date.
• Stay up-to-date on current financial news, regulations, and wealth management best practices.

Qualifications:

• Diploma, Bachelor's degree or equivalent experience.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and wealth management software.
• Working knowledge of financial markets, investment principles, estate planning concepts, and insurance products.
• Strong communication and interpersonal skills, with the ability to build rapport with affluent clients.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.

Benefits:

• Competitive salary and benefits package.
• Opportunity to learn from experienced professionals in the wealth management industry.
• Gain valuable experience in portfolio management, wealth planning strategies, and client service.
• Career development opportunities within a growing company.

If you are a highly motivated and results-oriented individual with a passion for finance and a dedication to client service, we encourage you to apply!

You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Provide wealth and financial planning and consultation services
• Develop and execute strategic sales plans to achieve sales targets and expand customer base.
• Servicing clients through periodic investment portfolio reviews, industry and solutions updates, etc
• Build and maintain strong relationships with existing clients and key accounts.
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and deliver sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.

You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Provide wealth and financial planning and consultation services
• Develop and execute strategic sales plans to achieve sales targets and expand customer base.
• Servicing clients through periodic investment portfolio reviews, industry and solutions updates, etc
• Build and maintain strong relationships with existing clients and key accounts.
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and deliver sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.

Job Highlights:

• Join a growing and dynamic team dedicated to building a passionate, energetic, and innovative work culture.
• Take advantage of the high potential for personal growth and advancement as our team continues to grow and expand.

Responsibilities:

• Clearly explain various revenue business options as well as contractual terms to clients.
• Review sales service agreements to ensure completeness and accuracy according to company policies.
• Plan sales and new business strategy and achieve targets.
• Demonstrate sensitivity to customers’ needs and deliver excellent service.
• Perform any other ad-hoc duties as assigned.

Requirements:

• Candidates must possess A levels and above.
• Strong attention to detail and organizational skills.
• Team Player
• No work experience is required. On-job training is provided.