Our Organisation currently has over 1600 salesforce locally and well established globally. The organisation produces one of the most "TOP Recognition in Singapore and across the world - Million Dollar Round Table"
You will be joining an organisation that is fun and inclusive, and while we have our funs, we worked hard to help impacting the people within Singapore. By doing so, you are guaranteed to earn your first 5 figure income within a month and possible even during your school time.
Tell us why you should be part of this big organisation!
Duties & Responsibilities
• Acquiring and growing your own personal portfolio of High Net worth clients in the Singapore through the existing business development support provided to you.
• Providing your clients with regular market updates, portfolio performance, investments opportunities and risks.
• Promoting the investment & estate planning products & services that our organisation offers.
• Keeping track of Clients, Assets under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Working closely with your team to strategize and develop investment strategy for your Clients.
Experience/Requirements:
• 1 year of experience in wealth management or insurance sales is preferred
• Candidate with existing portfolio of clients is an advantage but not a must
• Having a hunter approach to meeting and on-boarding new clients
• Knowledge in investment products and the economy
• Possess relevant accreditation (M5, M9, M9A & HI) is an advantage
• Possess M6, M6A, M8 and M8a is an advantage but not required
• Graduates and Mid-Career switches are welcome to apply if you believe that you have the right attributes to succeed
• Bachelor Degree and above preferred
• Minimum Local Polytechnic Diploma in any discipline
Kindly note that only shortlisted candidates will be notified.
Related Job Searches:
- Company:
Acellance Group - Designation:
Wealth Management Specialist - Profession:
Banking / Finance - Industry:
Finance - Location:
Downtown Core