Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.
Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals.
A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.
Only Singaporeans or Permanent Residents need apply.
Duties & Responsibilities
• Acquiring and growing your own personal portfolio of clients in the Singapore and/or the APAC region. Business development support is provided.
• Providing your clients investment advice and support as well as promoting the investment & estate planning products & services the firm can offer
• Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions
Experience/Requirements:
• Minimum 1 year of experience in wealth management or insurance sales
• An established network of clientele base in Singapore or APAC Region is regarded favorably
• Having a hunter approach to meeting and on-boarding new clients
• Sound knowledge on investment products and the markets that you are focusing on
• Being up to date with the relevant regulations that may affect your clients and their wealth
• Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations
• Possess relevant accreditation (M5, M9, M9A & HI)
• For Singaporeans/Permanent Residents Only
