Adviser/ Senior Adviser - Wealth Management
Responsibilities:
Offer wealth management services to clients in conjunction with in-house specialists.
Advise on a wide range of financial products and solutions including:
1.Segregated Managed Accounts
2.Securities
3.Collective investment schemes
4.Life and General Insurance
5.Bank Deposits, Forex & Structured Products
Remuneration will be performance-oriented with recurring asset-based fees
Requirements
Diploma, degree or higher academic qualification in Business, accountancy or commerce
Be prepared to pass / Passed relevant CMFAS modules 6,8,9
Banking, insurance, accounting or investment experience preferred or at least 3 years’ non-financial industry experience
Possess entrepreneurial flair, resourcefulness and outgoing personality
Only Singaporeans and PRs need to apply
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