Job Description

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.