Premier Wealth Manager

2 days ago


Singapore Professional Investment Advisory Services Pte Ltd Full time

6 days ago Be among the first 25 applicants
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Professional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected and trusted network of financial advisers in Singapore. PIAS is wholly owned by Singapore Life Ltd. Established in 2001 and licensed by the Monetary Authority of Singapore, PIAS is a multi-award winning financial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalized approach.
We are looking for a highly driven and motivated Wealth Manager to join our sales team. If you are seeking opportunities where you can attain monetary goals, career progression, and recognition, this may be the place for you
Responsibilities:
Provide prudent financial advisory and investment solutions to meet the client's financial planning needs
Establish and deepen relationships with clients who have been assigned to you
Ensure proper advisory procedures and documentation while adhering to the compliance’s internal policies, business processes, and regulatory requirements (i.e. FAA and other related statutory Acts)
Your backgrounds:
Bachelor’s degree or a diploma from a local polytechnic
Fresh graduates without experience are welcome to apply.
Preferred background with Customer Service, Sales, or Banking experiences
Knowledge & experience in advising Insurance & Investment products is a plus
Demonstrable track record of achieving or exceeding committed targets
Ideally 2-3 years of relevant working experience within a similar capacity of B2C sales
Possesses a strong sense of ownership and accountability, alongside empathy, tact, and sound judgement
Excellent team player
If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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