Job Requirements
Skills
Job description for Private Wealth Management Associate (SG) at Ipp Financial Advisers
Roles & Responsibilities
Job Overview
Build a professional career in the financial services industry with us now! Help your clients with wealth planning through our proven methodology and leads generating activities via different platforms. You can expect basic salary/allowance, commission, bonuses, trailer fees, etc to help you build up your residual income and gain financial freedom. You will take charge of your career progression, where the sky is the limit!
Sales Activity & Conversion
- Generate sales ideas and action plan to increase sales activity
- Build and enlarge clientele base with “Project 300”
- Provide financial advice based on clients’ financial and protection needs
- Provide recommendation to clients on wealth accumulation, preservation and legacy planning
- Engage with COI in achieving the target number of referrals and conversion
- Participate in roadshow duties (including weekends and PH)
- Participate in canvassing and telethon projects
Customer Management
- Accord excellent customer service interaction with clients
- Perform systematic portfolio review for existing policyholders
- Attend to customer enquiries promptly and professionally
- Engage with customers for signup at roadshows and marketing events
- Conduct data analytics for clients management
- Personal marketing and social media platforms for exposure and client acquisition
Mentorship for Management
- Mentorship from sales veteran with over decades of experience
- Structured career path via apprenticeship and management training courses
- We talk the walk and walk the talk
Requirements
Your profile
- Singaporean or Singapore PR
- Minimum Degree Holder or Diploma Holder
- At least 21 years old (Regulatory Requirement)
- Fresh graduates are welcome to apply
Traits
- Excellent people skills with strong interpersonal and communication ability
- Self-motivator and entrepreneurial spirit
- Proactive, hungry for success and willing to learn
- Good compliance and professional conduct
- Fast thinking, meticulous, active listener