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4 days ago
We are seeking a highly motivated and experienced wealth management professional to join our team. As a key member of our organization, you will be responsible for acquiring and growing your own portfolio of clients in the Singapore and/or APAC region.
- Key Responsibilities:
- Provide investment advice and support to clients
- Promote investment & estate planning products & services
- Advise on tailor-made solutions to meet clients' requirements and collaborate 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
- 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)
Benefits:
A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates. Only Singaporeans or Permanent Residents need apply.
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