Private Wealth Director

Position Overview:

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. 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.

• 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.

Requirements:

• Singapore Residents only
• To have attained CMFAS papers: RES, M8, M8A, M9, M9A, HIS, M6, M6A
• Minimum 5 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.

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.

Company Description

PFPFA is committed to nurturing a workplace culture where every individual can thrive, collaborate, and grow both personally and professionally. With robust training and development programs, we aim to support our team members in excelling and standing out in the financial advisory industry. Since obtaining our Financial Adviser's license under the Financial Advisers Act (FAA) in January 2021, PFPFA has been dedicated to fostering a positive and inspiring environment. We strive to deliver exceptional service while empowering our team to achieve their career objectives.

Role Description

This is a full-time, on-site position located in Downtown Core. As a Private Wealth Director, you will oversee client financial portfolios, develop tailored financial plans, analyze financial data, and provide strategic advice for wealth management. You will contribute by leading client engagements, preparing financial reports, monitoring investment strategies, and collaborating with team members to maximize client success and satisfaction.

Qualifications

• To have attained CMFAS papers: RES, M8, M8A, M9, M9A, HIS, M6, M6A
• Strong Financial Planning and Finance skills to devise and implement client-focused wealth management strategies
• Proficiency in understanding and analyzing Financial Statements and Financial Reporting

Exceptional Analytical Skills to assess financial data and make informed recommendations

• Strong communication and interpersonal skills to build and maintain long-term client relationships
• Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus
• Bachelor's degree in Finance, Accounting, Business, or a related field
• Proven experience in financial advising, investment management, or related fields