Total 2 it specialist job vacancies in Singapore

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

Job Responsibilities:

• Provide Investment advisory and asset allocation services

• Assist clients on wealth planning and preservation through various tools and services

• Collaborating with clients to develop comprehensive financial plans that align with their short-term and long-term objectives

• Effectively communicating investment strategies, portfolio performance, and market updates to clients

• Develop & maintaining business relationship with target clients, bring in new clients and new AUM to the firm

• Build and manage investment portfolios of your clients’ portfolio and AUM

• Primarily responsible for asset allocation, selection and monitoring of client investment portfolio

Benefits:

• Allowance of up to $6000 (before commissions and bonuses)

• One of the Highest and Most Attractive Bonuses

• Overseas Incentive trips

• One-to-One field experience & Mentorship programme provided

• Appreciation by Organisation & Client & high job satisfaction for assisting clients to achieve their financial goals in the MOST expensive country in the world

• Possibility of achieving and earning your first $120k in the very first year

Requirements:

• Minimum Full Certificate in GCE "A" Level OR International Baccalaureate (Private) Diploma qualification / Diploma awarded by a polytechnic in Singapore or equivalent and Bachelor Degree

• 21 years old and above (Regulatory Requirement)

• Willingness to learn and adapt with a passionate desire to make a difference

• Highly motivated, adventurous and driven with entrepreneurial spirit creative problem solver

• Outspoken with excellent communication & interpersonal skills

• Able to work independently and as well as collaborating in a team

• Experienced individuals in Banking, wealth management will be an advantage

• Fresh graduates are welcome to apply