Investment Adviser China Desk

Responsibilities

• Provide tailored wealth management solutions based on client needs, covering a wide range of products including unit trusts, ETFs, bonds, equities, and insurance, while establishing and maintaining strong client relationships.
• Identify new business opportunities through networking, referrals, and outreach activities.
• Provide continuous service support to clients during and beyond regular office hours.

Requirements

• Open to Singaporeans/PRs only
• Bachelor's degree or higher, preferably in Finance or related discipline
• CMFAS/IBF module certifications will be an advantage
• Fluent in both Mandarin Chinese and English, with strong written and verbal communication skills to effectively engage with Mandarin-speaking clients and associates
• Problem-solving, excellent communication skills, active listening, strong knowledge base, attention to detail, networking with a client-centric mindset
• Remuneration is solely on pure commission base scheme structure with employee-like company benefits

Note: The listed duties and requirements are a general summary and not an exhaustive list. Specific tasks or competencies may vary depending on actual work assignments.