Creating Wealth for Clients

2 weeks ago

Singapore beBeeWealthCreation Full time $80,000 - $120,000

Wealth Creation Specialist

Job Description

As a Wealth Creation Specialist, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying and acquiring new business opportunities in the Singapore and APAC regions. Your primary objective will be to provide expert financial planning and investment advice to our clients, helping them to achieve their long-term financial goals.

Key Responsibilities:
  • Building and maintaining a strong client base through regular communication, market research, and effective relationship-building skills.
  • Identifying and pursuing new business opportunities, leveraging your network and industry connections to expand our client base.
  • Providing comprehensive financial planning and investment advice to clients, ensuring that their portfolios are aligned with their risk tolerance, investment objectives, and time horizon.
  • Collaborating with internal teams to deliver tailored solutions to meet client needs, including estate planning, tax planning, and retirement planning.
  • Staying up-to-date with market trends, economic conditions, and regulatory changes that may impact clients' wealth.
Requirements

To be successful in this role, you will need to possess:

  • A minimum of 1 year of experience in wealth management or insurance sales.
  • An established network of clients or contacts in the Singapore and APAC regions.
  • A hunter approach to meeting and onboarding new clients.
  • Sound knowledge of investment products, markets, and regulations.
  • The ability to communicate complex financial concepts effectively to clients and colleagues alike.
  • Relevant certifications, such as M5, M9, M9A, and HI.
Benefits

As a Wealth Creation Specialist at our organization, you can expect:

  • A competitive remuneration package, including a potential sign-on bonus.
  • Ongoing training and professional development opportunities to enhance your skills and expertise.
  • A dynamic and supportive work environment, with access to cutting-edge technology and resources.

Please note that this opportunity is open to Singaporeans and Permanent Residents only.

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