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Wealth Management Advisor #SGUnitedJobs

4 weeks ago

Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time
Roles & Responsibilities

Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.


Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals.

A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.


Only Singaporeans or Permanent Residents need apply.


Duties & Responsibilities

• Acquiring and growing your own personal portfolio of clients in the Singapore and/or the APAC region. Business development support is provided.

• Providing your clients investment advice and support as well as promoting the investment & estate planning products & services the firm can offer

• Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions


Experience/Requirements:

• Minimum 1 year of experience in wealth management or insurance sales

• An established network of clientele base in Singapore or APAC Region is regarded favorably

• Having a hunter approach to meeting and on-boarding new clients

• Sound knowledge on investment products and the markets that you are focusing on

• Being up to date with the relevant regulations that may affect your clients and their wealth

• Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations

• Possess relevant accreditation (M5, M9, M9A & HI)

• For Singaporeans/Permanent Residents Only


Tell employers what skills you have

Wealth Management
Investment Strategies
Microsoft Excel
Financial Planning
Interpersonal Skills
Wealth Accumulation
Wealth
Investment Management
Accounting
Compliance
Emotional Intelligence
Estate Planning
Banking
Financial Advisory
Business Development
Financial Services

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