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Strategic Investment Advisor

2 weeks ago

Singapore beBeeInvestment Full time
Investment Advisory Role

Taurus Wealth Advisors is a multi-family office providing holistic and tailored investment advice to high net worth individuals and families for long-term wealth accumulation and preservation.

Founded in 2008, we have grown rapidly based on a strong foundation of integrity, independence, and objectivity. With offices in Singapore and Dubai, we advise on and manage assets of around USD 3 billion for clients across 25 countries.

We seek a highly driven and dynamic individual to join our team as a Client Investment Advisor. The role offers immense opportunity for growth and self-development within a rapidly growing business environment.

The role requires close alignment with the core advisory and wealth management activities of the Firm and offers significant scope for learning and aspiring to front-office career opportunities over time.

  • Revenue Generation:
    • Meet agreed revenue targets with respect to assets under management, retainer conversions, and referrals.
  • Work Plan Review:
    • Review your monthly work plan with the CEO on a regular basis.
  • Lead Generation:
    • Generate new business from agreed referral sources through various networking activities.
  • Client Relationships:
    • Effectively manage the relationship between the client and the company.
  • Market Research Knowledge:
    • Keep abreast of technical market knowledge and macro research.
  • Challenges and Problem Solving:
    • Identify and generate leads to develop new business opportunities.

Key Qualifications:

  • A recognized degree with more than 5 years of experience in banking and financial services with an outstanding sales track record.
  • Relevant accreditation (Modules 5, 6, 8, 9 & HI).
  • Clear understanding of