Senior Wealth Manager

This role focuses on delivering wealth and financial solutions to both B2B and B2C clients, with an emphasis on building and managing Mass Affluent and HNW Clients. You will be responsible for developing client portfolios, providing advisory services, and establishing long‑term relationships.

The position offers a combination of fixed allowance, uncapped commission, and lifetime passive income, supported by structured training and mentorship. Combine advisory, sales, and relationship management, with a strong emphasis on building a scalable client base and long‑term income streams.

• Provide wealth & financial solutions for B2B and B2C clients
• Grow, build, and manage relationships with Mass Affluent and HNW Clients
• Support business succession and valuation planning
• Manage investment portfolios and handle estate planning and execution
• Develop risk and wealth management strategies...