We are iCan Wealth Mastery - a dynamic and enthusiastic team of Wealth Managers who are passionateabout being the expert our clients can rely on on times of need.
“Our Belief is Family, Self, then Organisation. To empower us; Richer and Happier.”
Keen on learning about our three-pronged approach in building up your career in the Financial Services industry and achieving personal growth? Then join our team today! 🙂
Find out more about us at http://icanwealthmastery.sg
With mentors to provide guidance, and to nurture your curiosity for all of your life’s potential, theirs is an organisation that presents a wealth of opportunities, as well as room to scale for your career.
Working together with the clients as a Wealth Manager, you’ll play a key role in representing the team as one that knows what it takes, to build lifelong dreams, and see them through to realisation.
By equipping yourself with the necessary knowledge and skills, you will experience what it is like to build meaningful and enduring relationships with clients and fellow associates, how to give proper and professional financial advice, how to create portfolios and recommendations, and how we ensure dedicated service and reviews with our clients.
Your Task
- Acquire, develop and maintain your portfolio of clients.
- Provide sound financial advice to individual and corporate clients through a variety of financial solutions available.
- Regularly manage and update clients on their portfolio reviews.
- Maintain updated knowledge on investment strategies and concepts.
- Minimum Diploma (any discipline)
- Age 21 years and above (as mandated by regulators)
- Highly analytical
- Drive to achieve
- Good communication, interpersonal skills
- Singaporeans and PRs only
- Interpersonal Skills
- Communication
- Analytical Skills
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iCan Wealth Mastery - Designation:
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