To apply or find out more, please contact Leong Jia Wei (Reg No: R ), .
Basics & Benefits - Up to $6000 fixed monthly allowance
- Uncapped commission
- Lifetime passive income
- Fully sponsored certifications
- Exciting Convention Destinations for qualifiers yearly
Experienced candidates in the financial services sector are welcome to apply; we offer transition allowances.
Job Description - Provide comprehensive wealth management and financial solutions to both corporate and individual clients.
- Build, expand, and manage relationships with Mass Affluent and High‑Net‑Worth (HNW) clients.
- Support clients with business succession planning and valuation strategies.
- Assist clients with investment portfolio management, estate planning, and wealth transfer execution.
- Develop strong, trusted, and long‑term relationships with clients through continuous engagement.