Wealth Management Advisor #SGUnitedJobs

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

Job summary

A financial services firm in Singapore seeks a motivated wealth manager to build a client portfolio and provide investment advice. Candidates should have at least 1 year of experience in wealth management or insurance sales, with relevant accreditation. Strong knowledge of investment products and a hunter mindset for client onboarding are essential. This role offers a competitive remuneration package and is open to Singaporeans and Permanent Residents only.

Benefits

Competitive 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 is preferred.
• Sound knowledge of investment products and relevant regulations.

Responsibilities

• Acquire and grow a personal portfolio of clients in Singapore and APAC.
• Provide clients investment advice and promote firm’s products.
• Collaborate with the estate planning unit to create wealth solutions.

Skills

Wealth management

Investment products knowledge

Client acquisition

Regulatory compliance

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