
Growing Your Wealth Management Career
3 days ago
Wealth Management Careers
">Our organization is a leading financial services provider, offering bespoke solutions to individuals and businesses in Singapore and the APAC region. We provide comprehensive wealth management services, including investment strategies and estate planning.
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A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates. This is an excellent opportunity for experienced professionals to grow their personal portfolio of clients and advance their careers in wealth management.
Key Responsibilities:
">- Acquiring and growing your own personal portfolio of clients in Singapore and/or the APAC region. Business development support is provided.
- Providing clients with investment advice and support as well as promoting the investment & estate planning products & services our firm can offer.
- Advising on tailor-made solutions to meet clients' requirements and collaborating with the estate planning unit in the creation of wealth planning solutions.
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.
- Solid 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.
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