
Wealth Manager
2 weeks ago
Our client is looking for
Wealth Managers
from the FA insurance industry as their pioneer team of financial planners.
Responsibilities
Monitor and oversee community-generated internal contacts and connections
Find ways to connect with our network on a deeper level with our VI App's network circle connections, virtual conversations
Assist our community by detecting financial gaps in their present wealth or asset allocation and recommending appropriate remedies
Create exceptional connections with our community by reacting promptly and properly to build a constant wealth advising service
Follow all compliance and corporate control standards for financial advisory behavior
Other ad-hoc assignments
Requirements
At least a degree is required
At least 3 to 5 years of experience in banking sales or finance advisory related
Good communication and written skills are required
Required to have board-based wealth advisory related exposure and background
Additional Information
Job Type: Full time, Permanent
High basic salary accorded + attractive commission
Large database of leads (Apply to enquire about this – we’re more than happy to share)
*Interested candidates are invited to send in your Resume in MS Word Format* stating your past work experience, reasons for each leave, past and expected remuneration.
We regret to inform that only shortlisted candidates will be notified.
By submitting an application to us, you will be deemed to have agreed for us to collect, use, and disclose your personal data which you have submitted to your prospective employers, for the purpose of job search, and/or other services which you have consented us to perform on your behalf.
Required Skills
Environment BASIC Search Resume LTD MS Word Salary Insurance Banking Finance Communication Sales
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