Private Client Adviser (SINGAPOREANS ONLY) 工作, 薪水 up to SGD 8,000, Jason Ong Organization 公司招聘中 - Ricebowl

Job Requirements:

• Diploma or Degree in Business, Marketing, Finance, Economics, Management, or a related discipline.
• Demonstrates ability to build and maintain strong client relationships.
• Confident presentation and communication skills.
• Commercially driven and comfortable with sales and business development.
• Professional, ethical and client-focused approach.
• Strong self-management skills and ability to work independently.
• Results-oriented with a genuine desire to build a successful career in wealth management.

Job Description:

• Manage and develop long-term relationships with new and existing clients.
• Conduct comprehensive financial reviews and understand clients' short- and long-term financial objectives.
• Develop and present appropriate wealth management and financial planning strategies.
• Advise clients on relevant financial solutions in accordance with their needs and applicable regulatory requirements.
• Proactively identify opportunities to deepen existing client relationships.
• Develop new business through referrals, networking, prospecting and relationship-building activities.
• Conduct client presentations and meetings with confidence and professionalism.
• Build and maintain a strong personal network and pipeline of prospective clients.
• Monitor clients' changing circumstances and provide ongoing advice and reviews.
• Stay informed about financial markets, wealth management strategies, products and regulatory developments.
• Maintain appropriate documentation and ensure all advisory activities meet compliance and regulatory standards.
• Collaborate with colleagues and other professionals where appropriate to deliver comprehensive solutions to clients.

Benefits:

• Professional development opportunities
• Performance-based bonus
• Potential promotion to full-time permanent role
• Collaborative and supportive team environment

Pay: $3,800.00 - $8,000.00 per month

Work Location: In person