About the Role

We are looking for driven, passionate and hardworking individuals to help affluent & HNW clients grow their wealth.

Responsibilities

• Identify HNW clients' needs through our proven effective in-house diagnostic testing
• Keep abreast of market news and its rippling impacts to clients' portfolios
• Curate customised holistic portfolio with detailed analytics
• Recommend viable solutions to meet clients' objectives
• 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.

We believe in living with flair by advocating work-life balance through our regular sports activities, family outings and community outreach.

Benefits:

✅ Personalised full spectrum structured training from wide array of 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 mentors

✅ Flexible work hours

✅ Flexible leave arrangements

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

✅ Spacious meeting rooms with fragrant selection of coffee and tea for client visits

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

✅ Attractive upfront sign-on bonus with recurring remuneration

✅ Optional: Fun-filled team recreational & sports activties

Minimum qualification: Diploma

Customer service / sales experience preferred but not compulsory.

Mid career switch welcome.