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Job Details

Location
Singapore
Salary
Competitive
Job Type
Permanent
Ref
BH-162265
Contact
Marcus Tay
Contact email
Email Marcus
Contact phone
65 6692 0746
Posted
2 months ago
This position will be responsible for conducting financial planning for clients, specializing in legacy plans and discretionary portfolio management. The core offerings of the platform include immigrations solutions, offshore wealth management, setting up of trust funds, legacy plans and business advisory.

Responsibilities

  • Generating new leads through networking events
  • Evaluate and actively managing client’s wealth management portfolio
  • Provide sound and holistic financial advisory to clients
  • Analyze market trends with lead investment advisory specialist
Requirements
  • Strong knowledge and experience in investment products which include structured notes, dual currency investments, treasury products and portfolio leveraging
  • Strong knowledge and experience in pitching UL, 3G legacy plans without financing
  • In-depth understanding of off-shore wealth needs of HNW clients
  • CMFAS and IBF certifications
 
EA Personnel No R1872318
BeathChapman Pte Ltd |
EA Licence: 16S8112