Wealth Adviser (China Desk)

iFAST Financial Pte Ltd; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

iFAST Financial Pte Ltd is seeking a wealth management professional to tailor solutions across a wide range of products, building and maintaining strong client relationships in Singapore.

You will identify new business opportunities through networking and referrals, while providing ongoing service to clients beyond regular office hours.

Qualifications

• Singaporean/PR status required.
• Bachelor’s degree or higher, preferably in Finance.
• Fluent in Mandarin and English with strong communication skills.
• Problem-solving, networking and client-centric mindset are essential.
• Commissions-based remuneration with employee-like benefits.

Responsibilities

• Provide tailored wealth management solutions across unit trusts, ETFs, bonds, equities and insurance.
• Identify new business opportunities through networking, referrals and outreach.
• Deliver continuous service support to clients during and beyond office hours.

Skills

Communication skills

Active listening

Networking

Attention to detail

Client-centric mindset

Education

Bachelor’s degree

Finance-related degree

CMFAS/IBF modules

Job description

Responsibilities

• Provide tailored wealth management solutions based on client needs, covering a wide range of products including unit trusts, ETFs, bonds, equities, and insurance, while establishing and maintaining strong client relationships.
• Identify new business opportunities through networking, referrals, and outreach activities.
• Provide continuous service support to clients during and beyond regular office hours.

Requirements

• Open to Singaporeans/PRs only
• Bachelor’s degree or higher, preferably in Finance or related discipline
• CMFAS/IBF module certifications will be an advantage
• Fluent in both Mandarin Chinese and English, with strong written and verbal communication skills to effectively engage with Mandarin-speaking clients and associates
• Problem-solving, excellent communication skills, active listening, strong knowledge base, attention to detail, networking with a client-centric mindset
• Remuneration is solely on pure commission base scheme structure with employee-like company benefits

Note: The listed duties and requirements are a general summary and not an exhaustive list. Specific tasks or competencies may vary depending on actual work assignments.