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Wealth Management Professional

2 months ago

Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time
Abundant Life Planners Pte Ltd: A Pinnacle Agency in Financial Planning

We are a leading financial planning and investment agency, serving clients through bespoke services tailored to their needs. Our team of experts provides comprehensive solutions to individuals and businesses, from small to multi-national corporations.

With strong strategic alliances with legal and accounting specialists, we deliver innovative solutions to help clients achieve their financial goals. A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.

Key Responsibilities:
  • Acquire and grow your own personal portfolio of clients in Singapore and/or the APAC region, with business development support provided.
  • Provide investment advice and support to clients, promoting investment and estate planning products and services.
  • Advise on tailor-made solutions to meet clients' requirements, collaborating with the estate planning unit to create 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.
  • Hunter approach to meeting and on-boarding new clients.
  • Sound knowledge on investment products and markets.
  • Up-to-date knowledge of relevant regulations affecting clients and their wealth.
  • Sound understanding of financial services, including compliance and cross-border regulations.
  • Possess relevant accreditation (M5, M9, M9A & HI).

Tell us about your skills:
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