Wealth Management Executive

What you’ll do:

· Offer investment advice to clients

· Maintain regular contact with existing clients while expanding your network and onboarding new clients

· Provide comprehensive financial advice, comparisons, and conduct Financial Needs Analysis

· Construct and review investment portfolios

· Establish and assist clients in achieving their financial goals

· Collaborate with investors to propose and execute solutions, identify new opportunities, and stay informed about investment challenges and regulatory changes

· Understand clients’ financial objectives and investment requirements

What you can look forward to:

· Comprehensive induction program

· Attractive compensation structure for passive income

· Personalized mentorship by a Top MDRT Adviser to build Asset Under Advice

· Flexible working hours and locations

· Continuous training and development

· Dedicated in-house digital marketing consultant for social media branding

We’re looking for someone who is:

· Singaporean Citizen, aged 21 years and above (MAS requirement)

· Resourceful, creative, and driven to succeed

· People-oriented and highly client-focused

· Disciplined, hardworking, and eager to learn

Educational Qualifications:

· Full certification in GCE A' Levels/ Polytechnic Diplomas or Degree holders (Local Certifications)

· M5, M8, M8A, M9, M9A and HI certifications are advantageous

Location: Singapore, SG

Posted Date: 9/20/2024