Roles & Responsibilities
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 onlyBachelor’s degree or higher, preferably in Finance or related disciplineCMFAS / IBF module certifications will be an advantageFluent in both Mandarin Chinese and English, with strong written and verbal communication skills to effectively engage with Mandarin-speaking clients and associatesProblem-solving, excellent communication skills, active listening, strong knowledge base, attention to detail, networking with a client-centric mindsetRemuneration is solely on pure commission base scheme structure with employee-like company benefitsNote : 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.
Tell employers what skills you have
Wealth Management
Excellent Communication Skills
Referrals
Investment Advisory
Structured Products
Mandarin Chinese
ETFs
Financial Markets
Attention to Detail
Networking
Bonds
Banking
Unit Trusts
Equities