Apex Private Wealth Management is a group of advisor representatives representing PIAS that specialises in providing customised solutions for our clients. At APEX, we are committed to our client-centric philosophy. We believe that for every client, everyone deserves not just the best advice, but also the most ideal advisory experience. With the widest range of products and services, we specialise in creating the custom solutions for every individual clients. You are unique, so should your Financial Plan.
Every of our advisors has been thoroughly trained on all aspects of financial planning. Working with Apex allows you to tap onto our expertise, from investments to retirement planning. Our insistence on quality advice ensures only the best for our clients.
As well as advising our clients on wealth management strategies, Apex also conducts public and corporate educational seminars on a whole array of wealth and financial matters. We have conducted over 300 seminars and corporate talks on a yearly basis, with the aim to spread the knowledge on financial planning . Popular topics include Retirement Planning , Investment Portfolio Construction, Market Outlooks, Risk Management Strategies, Estate planning etc.
JOB SCOPE:
- Monitors client portfolios on a regular basis by performing regular portfolio reviews for clients base on their changing investment objectives and needs, as well as macro and market changes
- Advise clients on appropriate investment products, financial, and wealth management services or products. This includes preparing and submitting recommendation documents to implement a plan selected by the client.
- Understand how to maintain high sales performance through upselling and cross-selling financial products.
REQUIREMENTS:
SINGAPOREANS Only
At least 2 years of relevant experience in the financial industry or business development/sales roles. Candidates without experience are also welcome to apply as comprehensive training will be provided.
Good understanding of financial markets and knowledge of different wealth management products
Local Diploma or Degree holders in any field
BENEFITS:
Attractive Remuneration, Basic pay including Commission + Bonuses
Flexible Working Hours
Supportive team environment, guidance provided to help you succeed
Highly accessible central location, 112 Middle Rd.
Related Job Searches:
- Company:
Apex Premier Pte Ltd - Designation:
Financial Consultant - Profession:
Banking / Finance - Industry:
Finance - Location:
Rochor