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 in ternal systems; periodic calculation of account performance.
• Keep Abreast of market trends and provide Clients with the updated economic situation.
• Working closely with your team to strategize and develop investment strategy for your Clients.
• Manage and grow your existing Clients.
Benefits:
• Global fully funded Incentive Trips provided for you up to 4 times annually.
• Guided by Experts in the industry.
• Hands-On learning customized to speed up your progress.
• Tailored path for your career development.
• Quarterly Bonus and various other Bonus schemes made available to you.
• Uncapped Upside Income Potential.
Experience/Requirements:
• 1 year of experience in wealth management or insurance sales is preferred
• 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 is an advantage but not required
• Possess relevant accreditation (M5, M9, M9A & HI) but not required
• Possess M6, M6A, M8 and M8a is an advantage but not required
• Bachelor Degree and above preferred
• Passionate learners who are keen and eager to soak in knowledge and grow in the financial advisory field
• Result-Oriented individuals with a passion to serve others
• Minimum Local Polytechnic Diploma in any discipline
• Fresh Graduates and Mid Career Switch without prior experiences are welcome to apply
