Relationship Manager
2 weeks ago
Why Wealth Planner?
- You are passionate and a strong advocate of taking a Data-centric, Far-sighted, and Holistic approach to Personal Wealth Management
- You are a highly Independent and Self-driven individual who is NOT seeking a traditional, desk-bound, 9-5 job
- You are seeking to explore a well-established path to earning an Extraordinary Income
Core Responsibilities
- Prospecting: Develop and maintain a robust business pipeline by actively reaching out to new Clients via various channels and networks (Roadshow, Cold Calling, Referrals, etc.)
- Financial Analysis: Conduct holistic Fact-Finding with your Clients to understand their short-term Financial Objectives and Risk Appetite and anticipate their long-term Needs
- Financial Planning: Craft and Present a holistic Financial Plan (which employs Protection, Accumulation, and Legacy Products/Strategies) to your Clients
- Relationship Management: Proactively follow up with your existing Clients to address any potential changes to their personal, responsiveness to their needs and financial circumstances
**Requirements**:
- Be at least 21 years old in accordance with MAS (Monetary Authority of Singapore) regulatory requirement
- Min GCE 'A' Levels, local Diploma, or Degree and above in any discipline
- Note: Undergraduates who fulfil the above criteria can commence before graduation
We are partnered with a range of Life Insurer
Complementing our selection of clients, we will provide you with a Comprehensive and Objective Overview of the function and industry.
Combining these aspects, we are able to offer strong options based on the following criteria:
- Potential for an Extraordinary Income
- Availability and Attractiveness of Salary / Allowance / Advancement / Incentive Schemes offered
- Product Range (Life/Health/Hospitalisation/General Insurance, Savings/Endowments, Unit Trust/Mutual Funds, Will Writing, Family Office)
- Leads Generation / Client Acquisition methods for new joiners (Roadshow, Cold Call, Referrals, etc.)
- Quality of Training/Mentoring
- Opportunities for Career Progression
- Effectiveness of Back-Office Support
**Job Types**: Full-time, Contract, Fresh graduate
Contract length: 36 months
**Salary**: $4,000.00 - $10,000.00 per month
**Benefits**:
- Flexible schedule
- Professional development
Supplemental pay types:
- Commission pay
- Signing bonus
**Education**:
- GCE 'A' Level or equivalent (preferred)
License/Certification:
- CMFAS papers (preferred)
Work Location: Hybrid remote in Singapore 018906
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