Team Director, Investment Advisory (iGM)

IFAST FINANCIAL PTE. LTD.; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

A leading financial firm in Singapore is seeking a dedicated wealth management professional to provide investment products and advice to affluent clients, primarily Chinese. The successful candidate will possess a Bachelor's degree in finance or related field, demonstrate exceptional communication and sales skills, and have a strong customer-centric mindset while excelling in the wealth management industry.

Qualifications

• Bachelor's degree from an internationally recognized university, preferably finance.
• Proficiency in Mandarin.
• Relevant experience in wealth management with a customer-centric mindset.

Responsibilities

• Provide investment products and advice primarily to affluent Chinese clients.
• Establish and refine internal processes and value-added services.
• KPI assessment based on sales performance.

Skills

Communication

Problem Solving

Sales

Education

Bachelor Degree in Finance or related fields

Job description

Responsibilities

• Provide investment products and investment advice to the affluent public, primarily the Chinese clients;
• Establish or refine internal processes related to the company's systems or services, or any value-added services;
• KPI assessment will be based on sale performance.

Requirements

• Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors;
• Proficiency in Mandarin to serve Chinese clients;
• Relevant work experience in wealth management, with a passion for the wealth management industry;
• Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interaction effectively, and strong sales skills;
• Show integrity and a strong sense of responsibility, able to learn fast and present high level of customer centricity mindset.