About the Role

We are looking for driven, passionate and hardworking individuals to help affluent clients to grow their wealth and broaden our clientele base.

Responsibilities

• Identify clients' needs through our proven effective in-house diagnostic testing
• Keep abreast of market news and its impacts to clients' portfolios
• Curate customised holistic portfolio with detailed analytics
• Recommend viable solutions to meet clients' objectives and needs
• Provide regular reviews and analytical reports on clients' investment portfolio
• Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience
• Coordinate efforts in delightful experiential events and seminars for existing and prospective clients

Who We Are

We are a young team comprising of 20+ members who are rapidly growing. More than half of the team have achieved stellar perrformance and numerous industry-wide recognised accolades.

We believe in living with flair by advocating work-life balance with work-hard-play-harder mindset.

Benefits:

✅ Full spectrum structured training from wide array of high net worth investment products to analytical tools

✅ Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists

✅ Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements

✅ Dedicated mentorship program with on-the-job training with experienced mentors

✅ Flexible work hours

✅ Flexible leave arrangements

✅ Well-rounded office facilities including gym, shower and swimming pool

✅ Spacious common space with fragrant selection of coffee and tea

✅ Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants

✅ Attractive rewarding remuneration bonus

✅ Fun-filled recreational & sports activties

Minimum qualification: Diploma

Your needs are our concern.