Financial Advisers - Wealth Management

[Career Wealth]

We are on the lookout for dynamic entrepreneurial individuals to add diversity to our successful dynamic team.

Financial Adviser - Wealth Management

Responsibilities:
Working with a core team of experienced investment professionals, you will actively monitor and advise clients on market developments, new products and the performance of their portfolios. Your responsibilities will include:
1. Pro-actively sourcing and prospecting for potential clients;
2. Managing and growing existing clients’ relationship through effective relationship management;
3. Providing customized professional financial advisory services to individuals and businesses;
4. Marketing and offering a comprehensive range of financial products and advisory services to potential clients;
5. Reviewing and monitoring clients’ financial progress and status on a regular basis.

Requirements:
We are looking for committed individuals who prefer to provide ADVICE and SOLUTIONS to clients and not restricted by sales quotas and limited products; and who meet the following requirements:
1. Singapore Citizen or Permanent Resident ONLY.
2. Diploma or degree – preferably finance related.
3. Dynamic, resourceful and achievement-oriented.
4. Strong networking skills an advantage.
5. Self-Starter
6. Discipline, hardworking, determined and diligent.
7. Enjoy working in a dynamic working environment.
8. Preferably passed CMFAS Modules 5, 8, 9 and HI.
9. Those pursuing CFA, CFP, ChFC and relevant qualifications would have an added advantage.

Remuneration will be performance-oriented with recurring asset-based fees.

Direct sales experience is not a pre-requisite but keen business sense and willingness to learn are important traits. Comprehensive training, in-depth resources and on-going mentoring are provided to successful candidates as a structured entry point to fast-start their career while building a strong recurring income.

To find out whether a career in Wealth Management may be right for you, forward your resume to
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for a NON-OBLIGATORY career discussion to determine your probability of success. Your interest will be treated in the strictest of confidence.

Ex and current Personal Bankers are welcome to explore the possibilities of earning recurring and higher income.

Only short-listed applicants will be notified.