Wealth Management Advisor #SGUnitedJobs

7 days ago

Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

Roles & Responsibilities Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations. Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals. A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates. Only Singaporeans or Permanent Residents need apply. Duties & Responsibilities • Acquiring and growing your own personal portfolio of clients in the Singapore and/or the APAC region. Business development support is provided. • Providing your clients investment advice and support as well as promoting the investment & estate planning products & services the firm can offer • Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions Experience/Requirements: • Minimum 1 year of experience in wealth management or insurance sales • An established network of clientele base in Singapore or APAC Region is regarded favorably • Having a hunter approach to meeting and on-boarding new clients • Sound knowledge on investment products and the markets that you are focusing on • Being up to date with the relevant regulations that may affect your clients and their wealth • Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations • Possess relevant accreditation (M5, M9, M9A & HI) • For Singaporeans/Permanent Residents Only Tell employers what skills you have Wealth ManagementInvestment StrategiesMicrosoft ExcelFinancial PlanningInterpersonal SkillsWealth AccumulationWealthInvestment ManagementAccountingComplianceEmotional IntelligenceEstate PlanningBankingFinancial AdvisoryBusiness DevelopmentFinancial Services

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