|Experience Required||2 years|
|Employment Type||Full Time Job|
|Vacancies Available||1 available|
Work in a leading independent financial advisory
A role that offers a breadth of learning opportunities
Strong opportunities to accelerate your career
Our client is a leading pioneer in independent financial advisory in Singapore. They cover multiple platforms and have an open service model that allows their clients to have a clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.
You will be responsible for:
Researching potential markets, developing client referral sources, and initiating contact with prospects to promote and sell our products and services
Selling Segregated Managed Accounts for Accredited Investors or clients who do not need private banking
Promoting Independent Asset Management and Actively Managed Certificates
Maintaining and developing relationships with assigned clients
Providing bespoke Portfolio Management, including incorporating VUL solutions through internal collaboration
Ensuring effective communications and timely support to clients
Internal referrals for Insurance products/Solutions – you are very much in control of the relationships of your clients compared to referring to external parties
You have experience in Wealth Management in Singapore and must have ready HNW or A.I. clients.
You have excellent interpersonal as well as written and verbal communication skills
You have strong organisational skills and excellent time management
You pay strong attention to details and thrive in changing environments
You are a self-starter and deliver work of high standard
You are a strong relationship builder and networker.
Business gains have been wiped out by the pandemic.
Virgin Atlantic is seeking protection under chapter 15 of the US bankruptcy code
The acquisition is said to be over $80 million
Most of them have taken out a loan.
The company added $200 billion to their value this year.