- 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
• A Level, Diploma or Degree holders (Entry level candidates are welcomed, intensive training and coaching will be provided for selected candidates)
• 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
