Wealth Management Specialist

Duties & Responsibilities

. Acquiring and growing your own personal portfolio of High Net worth clients in the Singapore through the existing business development support provided to you.

. Providing your clients with regular market updates, portfolio performance, investments opportunities and risks.

. Promoting the investment & estate planning products & services that our organisation offers.

. Keeping track of Clients, Assets under Management (AUM) and Revenues using our internal systems periodic calculation of account performance.

. Working closely with your team to strategize and develop investment strategy for your Clients.

Experience/Requirements:

. Minimum 1 year of experience in wealth management or insurance sales

. Candidate with existing portfolio of clients is an advantage but not a must

. Having a hunter approach to meeting and on-boarding new clients

. Knowledge in investment products and the economy

. Possess relevant accreditation (M5, M9, M9A & HI)

. Possess M6, M6A, M8 and M8a is an advantage but not required

. Fresh Graduates and Mid-Career switches are welcome to apply if you believe that you have the right attributes to succeed

. Bachelor Degree and above preferred

. Minimum Polytechnic Diploma in any discipline

. For Singaporeans/Permanent Residents Only