Wealth Manager

1 week ago

Singapore 8VI FIN Singapore Pte Ltd. Full time

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Human Capital

Human Capital Team

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8VI FIN, will be the Financial Advisory arm responsible for providing value to our 8VI community, walking them through a financial report card to better organize and optimise their finances; offering the best-in-class investment knowledge using technology to achieve sustainable wealth. Our Vision is to be Asia’s market leader in providing humanized digital financial advisory experience for the betterment of humanity. As financial solutions are not meant to be sold but meant to be prescribed.

**Key Responsibilities**
- Maintain and manage internal leads/referrals coming from the community
- Seek opportunities to engage deeply with our community through our proprietary VI App’s social bubble touchpoints, tele-conversations, and referrals
- Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions
- Communicate market update and value investing strategies for our community to benefit from a first in class competitive advantage
- Maintain superior relationships by responding timely and accurately with our community to ensure a consistent wealth advisory experience
- Strictly adhere to requirements of compliance and internal controls on financial advisory conduct
- Undertake any other projects from time to time

**Job Qualifications**
- Degree holder with at least 3-5 years of banking sales / financial advisory experience
- Sound analytical mind with good presentations skills, both written and verbal
- Excellent interpersonal communication skills and great attention to detail
- Must have or willing to learn a broad-based wealth advisory related exposure and background to multi-task within a small team

**Beyond Skills and Opportunities**
- Excited to play a pivotal part in an early-stage company and have a high impact on the future of the company’s growth
- Interested in leveraging on social media / digital marketing for extended outreach; internal resources will be provided to expand this expertise to be a KOL
- Keen interest in building one’s financial portfolio through value investing
- Personal career growth to be an integral part of the management cohort

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