Wealth Planner

Singapore, Singapore

Job Description


  • Manage wealth and risk portfolio for both personal and corporate clients.
  • Going for confirmed close appointments set by our telemarketers
  • Acquire high net worth clients from our seminars advertised weekly on Straits Times and Business Times
  • Managing and growing high net worth clients
  • Develop creative solutions for clients
What can we offer
  • Proven Client Acquisition Model
(No roadshows, door knocking or street prospecting required)
  • Strategic partnerships with professional organizations & businesses
  • Unlimited leads
  • Robust administrative support
  • 1 to 1 Mentoring System
Requirements
  • A Level, Diploma or Degree holders (Entry level candidates are welcomed, intensive training and coaching will be provided for selected candidates)
  • M5, M8, M8A, M9, M9A and HI certifications are advantageous
  • Only Singapore Citizen and above 21 years old (required by MAS requirement)
Global Product & Service Providers Banks & Referrals
  • DBS Bank Ltd (DBS)
  • Malayan Banking Berhad (Maybank)
  • Oversea-Chinese Banking Corporation Limited (OCBC)
  • RHB Bank Berhad (RHB)
  • Rockwills International Group
  • Standard Chartered Bank (Singapore) Limited
General Insurance
  • AETNA Insurance Company Limited (Singapore Branch)
  • AIG Asia Pacific Insurance Pte Ltd
  • Allianz Global Corporate & Specialty SE (Singapore Branch)
  • Allied World Assurance Company, Ltd
  • Aviva Ltd
  • AXA Insurance Pte Ltd
  • China Taiping Insurance (Singapore) Pte Ltd
  • Chubb Insurance Singapore Limited
  • Cigna Global
  • EQ Insurance Company Limited
  • ETIQA Insurance Pte Ltd
  • Liberty Insurance Pte Ltd
  • Lonpac Insurance Berhad
  • MSIG Insurance (Singapore) Pte Ltd
  • Now Health International (Singapore) Pte Ltd
  • NTUC Income Insurance Cooperative Limited
  • QBE Insurance (Singapore) Pte Ltd
  • Sompo Insurance Singapore Pte Ltd
  • Tokio Marine Insurance Singapore Ltd
Life Insurance
  • Aviva Ltd
  • China Life Insurance (Singapore) Pte Ltd
  • ETIQA Insurance Pte Ltd
  • Friends Provident International Ltd, Singapore Branch
  • Generali International Limited
  • Manulife (Singapore) Pte Ltd
  • NTUC Income Insurance Cooperative Limited
  • Old Mutual International Singapore Branch
  • Raffles Health Insurance Pte Ltd
  • Tokio Marine Life Insurance Singapore Ltd
  • Transamerica Life (Bermuda) Ltd
Investment Products / Collective Investment Schemes (CIS)
  • CMIA Capital Partners Pte Ltd
  • Firstmac Limited
  • IP Investment Management Pte Ltd
  • Man Investments (Australia) Limited
  • Man Investments (Hong Kong) Limited
  • Quantum Funds Management Limited
  • Superfund Financial (Singapore) Pte Ltd
Collective Investment Schemes (CIS)
  • Transaction Platforms
  • iFast Financial Pte Ltd
  • Navigator Investment Services Ltd
Fund Houses on Transaction Platform
  • Aberdeen Asset Management Asia Ltd
  • Alliance Bernstein (Singapore) Ltd
  • Allianz Global Investors (Singapore) Ltd
  • Amundi Singapore Ltd
  • Aviva Investors Asia Pte Ltd
  • AXA Investment Managers
  • Blackrock Asset Management Southeast Asia Ltd
  • BNP Paribas Investment Partners
  • BNY Mellon Asset Management
  • Columbia Threadneedle Investments
  • Deutsche Asset Management (Asia) Ltd
  • Duxton Asset Management
  • EastSpring Investments
  • Eurizon Capital S.A (Singapore Branch)
  • Fidelity Investments (Singapore) Ltd
  • First State Investments (Singapore) Ltd
  • FRM Investment Management
  • Fullerton Fund Management Company Ltd
  • HSBC Global Asset Management (Singapore) Ltd
  • Janus Henderson Investors (Singapore) Ltd
  • JPMorgan Asset Management (Singapore) Ltd
  • Kotak Mahindra (UK) Limited
  • Legg Mason Asset Management Singapore Pte Ltd
  • Lion Global Investors Ltd, Singapore
  • Man Investments (Singapore) Pte Ltd
  • Manulife Financial (Singapore)
  • Matthews Asia Funds
  • Natixis Global Asset Management
  • Neuberger Berman
  • Nikko Asset Management Asia Ltd
  • NN Investment Partners
  • Old Mutual Global Investors
  • Phillip Capital Management (S) Ltd
  • PIMCO Asia Pte Ltd
  • PineBridge Investments Singapore Ltd
  • Pioneer Investments
  • RHB OSK Asset Management Pte Ltd
  • Schroder Investment Management Ltd
  • SHK Fund Management
  • Superfund Financial (Hong Kong) Ltd
  • Templeton Asset Management Ltd
  • UBS Global Asset Management (Singapore) Ltd
  • UOB Asset Management Ltd
  • Vanguard Investments Singapore Pte Ltd
  • Wells Fargo Funds Management LLC

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Job Detail

  • Job Id
    JD1382999
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned