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Wealth Planner

3 weeks ago


Singapore J MARKETING Full time

Manage wealth and risk portfolio for both personal and corporate clients.
- Going for confirmed close appointments set by our telemarketers
- Acquire high net worth clients from our seminars advertised weekly on Straits Times and Business Times
- Managing and growing high net worth clients
- Develop creative solutions for clients

**What can we offer**
- Proven Client Acquisition Model

(No roadshows, door knocking or street prospecting required)
- Strategic partnerships with professional organizations & businesses
- Unlimited leads
- Robust administrative support
- 1 to 1 Mentoring System

**Requirements**:

- M5, M8, M8A, M9, M9A and HI certifications are advantageous
- Only Singapore Citizen and above 21 years old (required by MAS requirement)

**Global Product & Service Providers**

**Banks & Referrals**
- DBS Bank Ltd (DBS)
- Malayan Banking Berhad (Maybank)
- Oversea-Chinese Banking Corporation Limited (OCBC)
- RHB Bank Berhad (RHB)
- Rockwills International Group
- Standard Chartered Bank (Singapore) Limited

**General Insurance**
- AETNA Insurance Company Limited (Singapore Branch)
- AIG Asia Pacific Insurance Pte Ltd
- Allianz Global Corporate & Specialty SE (Singapore Branch)
- Allied World Assurance Company, Ltd
- Aviva Ltd
- AXA Insurance Pte Ltd
- China Taiping Insurance (Singapore) Pte Ltd
- Chubb Insurance Singapore Limited
- Cigna Global
- EQ Insurance Company Limited
- ETIQA Insurance Pte Ltd
- Liberty Insurance Pte Ltd
- Lonpac Insurance Berhad
- MSIG Insurance (Singapore) Pte Ltd
- Now Health International (Singapore) Pte Ltd
- NTUC Income Insurance Cooperative Limited
- QBE Insurance (Singapore) Pte Ltd
- Sompo Insurance Singapore Pte Ltd
- Tokio Marine Insurance Singapore Ltd

**Life Insurance**
- Aviva Ltd
- China Life Insurance (Singapore) Pte Ltd
- ETIQA Insurance Pte Ltd
- Friends Provident International Ltd, Singapore Branch
- Generali International Limited
- Manulife (Singapore) Pte Ltd
- NTUC Income Insurance Cooperative Limited
- Old Mutual International Singapore Branch
- Raffles Health Insurance Pte Ltd
- Tokio Marine Life Insurance Singapore Ltd
- Transamerica Life (Bermuda) Ltd

**Investment Products / Collective Investment Schemes (CIS)**
- CMIA Capital Partners Pte Ltd
- Firstmac Limited
- IP Investment Management Pte Ltd
- Man Investments (Australia) Limited
- Man Investments (Hong Kong) Limited
- Quantum Funds Management Limited
- Superfund Financial (Singapore) Pte Ltd

**Collective Investment Schemes (CIS)**
- Transaction Platforms
- iFast Financial Pte Ltd
- Navigator Investment Services Ltd

**Fund Houses on Transaction Platform**
- Aberdeen Asset Management Asia Ltd
- Alliance Bernstein (Singapore) Ltd
- Allianz Global Investors (Singapore) Ltd
- Amundi Singapore Ltd
- Aviva Investors Asia Pte Ltd
- AXA Investment Managers
- Blackrock Asset Management Southeast Asia Ltd
- BNP Paribas Investment Partners
- BNY Mellon Asset Management
- Columbia Threadneedle Investments
- Deutsche Asset Management (Asia) Ltd
- Duxton Asset Management
- EastSpring Investments
- Eurizon Capital S.A (Singapore Branch)
- Fidelity Investments (Singapore) Ltd
- First State Investments (Singapore) Ltd
- FRM Investment Management
- Fullerton Fund Management Company Ltd
- HSBC Global Asset Management (Singapore) Ltd
- Janus Henderson Investors (Singapore) Ltd
- JPMorgan Asset Management (Singapore) Ltd
- Kotak Mahindra (UK) Limited
- Legg Mason Asset Management Singapore Pte Ltd
- Lion Global Investors Ltd, Singapore
- Man Investments (Singapore) Pte Ltd
- Manulife Financial (Singapore)
- Matthews Asia Funds
- Natixis Global Asset Management
- Neuberger Berman
- Nikko Asset Management Asia Ltd
- NN Investment Partners
- Old Mutual Global Investors
- Phillip Capital Management (S) Ltd
- PIMCO Asia Pte Ltd
- PineBridge Investments Singapore Ltd
- Pioneer Investments
- RHB OSK Asset Management Pte Ltd
- Schroder Investment Management Ltd
- SHK Fund Management
- Superfund Financial (Hong Kong) Ltd
- Templeton Asset Management Ltd
- UBS Global Asset Management (Singapore) Ltd
- UOB Asset Management Ltd
- Vanguard Investments Singapore Pte Ltd
- Wells Fargo Funds Management LLC