iCan Wealth Mastery – Wealth Manager

The Opportunity

Ironically enough, the only constant in life is change. There is no way to predict the future with 100% accuracy but what we can predict, though, is the amount of wealth we have.

This is the role of a Wealth Manager. They assist others to secure the very same certainty that every person seeks in life.

The Learning Journey

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.

Job Description

• 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.

Requirements and Skills

• 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