Overview
Sales and advise potential clients on different investment funds, corporate finance, aquisition and other wealth management issues.
Working hand in hand with the Fund House Managers. There will be training cater to individual learning.
On-the-job learning starts immediately when you are placed in your role. Relevant industry experience will be an added advantage but not a pre-requisite and you will need to be self-driven, positive and result oriented.
Great opportunity for those interested in wealth managment role.
Handling Wealth management including Wills & Trust, Family Office, Legacy/Inheritance, Estate Planning, Corporate finance and Tax Advisory.
Roles and Responsibilities: –
Handle Client Investment Portfolio
Expand Client Base for Company
Update Client for Investment Market Movement
Send Client relevant information on the fund they invested
Participating in Investment Events for client expansion
Attending investment talks (fully paid by company)
Organising Investment Seminars Events
Training Provided: –
Monthly Investment Training by Top Fund houses.
Work together with HNW achievers in the industry.
Pre-requisites: –
Government Diploma and Degree Holders.
Positive and high energetic individual who is result driven
Possess strong interpersonal skills
Cheerful and Sociable
Preferably bilingual.
Mentor and Intensive training provided.
Fun working environment with Oversea incentives trip provided
A lot of teamwork and mentorship
SINGAPOREANS ONLY!
“At least 21 years old” or “Must be 21 years old and up.”
“Based on MAS (Monetary Authority of Singapore) regulatory requirement.”
Forward your resume for an appointment to meet up!