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
