Engage clients in in-depth discussions to understand their financial objectives, investment horizon and risk appetite, then recommend suitable wealth solutions
Prospective Leads Provided: No need to reach out to friends or family. We provide you with qualified leads, so you can focus on what you do best—financial planning.
Assist in evaluating investment proposals and feasibility studies related to hospital expansions, land acquisitions, divestments, strategic initiatives and corporate exercises.
Candidates should possess skills in Financial Planning and Financial Advisory, including the ability to develop comprehensive, client-centric financial plans.
Personalized 90-Day Success Roadmap: Begin with a customized onboarding experience designed around your strengths. Our structured integration program combines technical training with practical client scenarios specific to Singapore's multicultural wealth management environment.
Basic salary $3k/mth to $7k/mth depending on experience and last drawn plus uncapped commissions & bonuses in addition. Earn $10-50k per month if you do well. Best comms scheme structure in industry that pays you until retirement.
Strategic Advisory: Provide pro-active, high-touch investment advice on multi-asset-class portfolios directly to UHNW Private Clients, Family Offices, and RMs. You will be the critical link between market opportunities and client objectives.
Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.