Deskripsi Pekerjaan
Are you a driven finance professional looking to elevate your career with a leading investment and financial education firm? 8I Holdings is seeking a motivated and relationship-focused Wealth Manager to join our team in Singapore. In this role, you will play a pivotal part in maintaining and growing our community-driven financial ecosystem.
You will be responsible for managing high-quality internal leads and referrals while proactively seeking opportunities to engage deeply with our client base. We are looking for an individual who thrives in a collaborative environment and possesses the passion to provide personalized wealth strategies that empower our clients to achieve their financial goals. At 8I Holdings, we value innovation, integrity, and a commitment to lifelong learning.
Tanggung Jawab
- Cultivate and manage high-value relationships with internal leads and community referrals.
- Develop and implement personalized financial strategies tailored to individual client goals.
- Engage in proactive outreach to expand the 8I Holdings professional network.
- Conduct regular portfolio reviews to ensure client satisfaction and performance alignment.
- Participate in educational seminars and workshops to add value to our community.
- Maintain accurate client records and ensure strict adherence to industry compliance standards.
- Collaborate with internal stakeholders to optimize lead conversion and service delivery.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Minimum 2-3 years of experience in wealth management, banking, or financial advisory.
- Possession of relevant industry certifications (e.g., CMFAS modules, CFP, or equivalent).
- Strong communication and interpersonal skills with the ability to build rapport quickly.
- Deep understanding of investment products, market trends, and risk management.
- Demonstrated track record of meeting or exceeding financial performance targets.
- High level of professional ethics and a client-centric mindset.
- Proficiency in English; knowledge of additional languages is a plus for regional engagement.