Wealth Management Advisor

ABUNDANT LIFE PLANNERS PTE LTD; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore seeks a Wealth Management Advisor to grow a personal client portfolio in the APAC region. Responsibilities include providing tailored investment advice and collaborating on wealth planning solutions. Candidates with at least 1 year of relevant experience, a strong network, and the required financial certifications are encouraged to apply. This full-time position offers a competitive remuneration package and potential sign-on bonuses.

Benefits

Best-in-class remuneration package

Potential sign-on bonus

Qualifications

• Minimum 1 year of experience in wealth management or insurance sales.
• Established network of clientele base in Singapore or APAC Region is advantageous.
• Sound knowledge on investment products and regulations.

Responsibilities

• Acquire and grow a personal portfolio of clients in Singapore and APAC.
• Provide investment advice and support to clients.
• Advise on tailor-made wealth planning solutions.

Skills

Wealth management

Investment product knowledge

Client relationship building

Regulatory compliance understanding

Education

Relevant accreditation (M5, M9, M9A & HI)

Job description

Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.

Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals.

A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.

Only Singaporeans or Permanent Residents need apply.

Duties & Responsibilities

• Acquiring and growing your own personal portfolio of clients in the Singapore and/or the APAC region. Business development support is provided.
• Providing your clients investment advice and support as well as promoting the investment & estate planning products & services the firm can offer.
• Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions.

Experience/Requirements

• Minimum 1 year of experience in wealth management or insurance sales.
• An established network of clientele base in Singapore or APAC Region is regarded favorably.
• Having a hunter approach to meeting and on-boarding new clients.
• Sound knowledge on investment products and the markets that you are focusing on.
• Being up to date with the relevant regulations that may affect your clients and their wealth.
• Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations.
• Possess relevant accreditation (M5, M9, M9A & HI).
• For Singaporeans/Permanent Residents Only.