Client Investment Advisor

4 days ago

Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time
Job Description & Requirements
Taurus Wealth Advisors is a preeminent 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 April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has grown rapidly based on a strong foundation of integrity, independence and objectivity. The Firm has offices in Singapore and Dubai from which it advises on / manages assets of around USD 3 billion for Clients across 25 countries presently.
We are now seeking a highly driven and dynamic individual to join us, reporting directly to the designated Financial Advisor. The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry.
The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.
Responsibilities:
Revenue

• Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals

• Contribute to the corporate revenue targets on a quarterly basis
Work plan

• Review your monthly work plan with the CEO on a regular basis

• Review your forward monthly revenue work plan to ensure achievement of your objectives
Lead Generation

• Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources

• Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
Client Relationships

• Effectively manage the relationship between the Client and the Companyas well as the various banking relationships the Clients may have.

• Provide ongoing advice on Client portfolios and providing fee-for-service basis advice as required to Clients

• Maintain a high standard of ethics and conduct and ensure confidentiality of clients' assets & information

• Ensure strict adherence to the Company's processes, policies, rules & regulations inter alia while reviewing Clients' portfolios and advising / executing investments
Market Research Knowledge
Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency. Adhere to the Investment Committee framework of the Company and be competent with regard to strategic and tactical recommendations generated by the Company. Provide competent inputs to the Investment Committee and Investment Counsellors including reverse enquiries received from Clients and prospects
Challenges / problem solving
To creatively identify and generate leads with a view to developing new business opportunities.
To transform potential clients into retainer fee paying clients of Taurus
Essential Competencies

• Travelling will be required.

• A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products

• Relevant accreditation (Modules 5, 6, 8, 9 & HI)

• Clear understanding of

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