About the Company: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors.

About the Role: This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering personalized wealth management solutions to our clients.

Responsibilities:

Develop and maintain strong relationships with high-net-worth clients.
Provide expert advice on wealth management, investment strategies, and financial planning.
Drive sales and business growth through targeted strategies and client acquisition.
Collaborate with a team of financial advisors to deliver comprehensive financial solutions.
Stay updated on market trends and regulatory changes to provide informed advice.

Qualifications:

Minimum 3 years of experience in banking, insurance, or financial advisory roles.
Proven track record in sales and client relationship management.
Strong knowledge of wealth management products, including investments, insurance, and estate planning.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Passionate about helping clients achieve their financial goals.

Required Skills: *Please note that all candidates must meet the specific qualifications, including relevant certifications, licenses, and possess a strong background in financial planning, to be considered for the position of Private Wealth Director.

Preferred Skills:

Experience in high-net-worth client management.
Advanced financial planning certifications.

Pay range and compensation package: SGD 10,000 per month, with the potential for significant performance-based incentives.

Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices.

HNW Insurance Broker, Private Wealth

Private Wealth Director/Relationship Manager