Wealth Management Advisor #SGUnitedJobs

Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.

Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals.

A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.

Only Singaporeans or Permanent Residents need apply.

Duties & Responsibilities

• Acquiring and growing your own personal portfolio of clients in the Singapore and/or the APAC region. Business development support is provided.

• Providing your clients investment advice and support as well as promoting the investment & estate planning products & services the firm can offer

• Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions

Experience/Requirements:

• Minimum 1 year of experience in wealth management or insurance sales

• An established network of clientele base in Singapore or APAC Region is regarded favorably

• Having a hunter approach to meeting and on-boarding new clients

• Sound knowledge on investment products and the markets that you are focusing on

• Being up to date with the relevant regulations that may affect your clients and their wealth

• Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations

• Possess relevant accreditation (M5, M9, M9A & HI)

• For Singaporeans/Permanent Residents Only