Wealth Management Manager (at least 3 years experience)
IPP Financial Advisers Holdings Limited
- Company Industries：Financial Services
Job Information
- Post Date：2019-04-01
- Career Level：Middle
- Location：Tsim Sha Tsui
- Yr(s) of Exp：3 years
- Qualification：Postgraduate
- Salary：Salary provided
- Employment Type：Full Time
- Job Function：Investment Financial Services Wealth Management
Job Description
Wealth Management Manager
Job Highlights:
- Flexible working hours
- Attractive bonus package and performance-based commission
- Special holiday package
-"Work Hard, Play Hard " company culture
- Opportunity to explore Singapore head office
Job description:
- Provide comprehensive financial advice to maximize clients' interest through a variety of investment solutions, including but not limited to overseas properties, financial solutions through banking facilities, etc.
- Analyze and monitor clients' investment portfolios
- Enhance and deepen customer relationship
- Develop and expand existing network through customer relationship management
- provide tailor-made financial solutions to potential clients
-Provide wealth management training to junior staff
Job Requirements:
- At least 3 years working experience
- Experience in Banking or Financial industry will be an advantage
- University Degree Holder or equivalent
- Excellent interpersonal, communication and presentations skills
- Determined individual who has a passion of private client service
- Proficient in English, Cantonese and Putonghua
Company Info
IPP is a pioneer in comprehensive financial planning services in Singapore and Asia. We are specialists in investment, life and health insurance, retirement planning, overseas
property , legacy planning and estate, business continuation planning, key owner/executive insurance, employee benefit planning, global funds, alternative investments, global property funds, health insurance and long-term care and comprehensive financial planning.
IPP has developed proven processes, systems and financial planning methodologies to advise and counsel clients on planning their financial future to achieve financial independence
as well as lifetime financial security and success.
For details, please refer to our corporate website: https://www.ippfa.com/
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