5-8 years insurance and investment sales experience
Bachelor's degree from recognized institution
Res5, cm-cis, cm-lip or cm-lic, hi accreditations
St. James's Place (Singapore) Private Limited is seeking a Wealth Adviser to provide comprehensive financial planning and investment management advice to clients. The role requires strong client-centric skills and expertise in various financial products and planning strategies, with a focus on maintaining up-to-date knowledge of market trends and regulatory developments
Job Summary
The role involves delivering comprehensive wealth advice covering investments, protection, and estate structures.
Advisors serve as subject matter experts on insurance products and advanced financial planning concepts.
The position requires maintaining up-to-date knowledge of market trends, regulatory updates, and tax changes.
Matching Summary
Match Score: 85
St. James's Place (Singapore) Private Limited is seeking a Wealth Adviser to provide comprehensive financial planning and investment management advice to clients. The role requires strong client-centric skills and expertise in various financial products and planning strategies, with a focus on maintaining up-to-date knowledge of market trends and regulatory developments.
Skills & Requirements
Must-have
5-8 years insurance and investment sales experience
Bachelor's degree from recognized institution
RES5, CM-CIS, CM-LIP or CM-LIC, HI accreditations
Nice-to-have
Offshore experience advantageous
Strong interpersonal communication skills
Client-centric service approach
Key Requirements
5 to 8 years experience in insurance and investment product sales
Required accreditations: RES5, CM-CIS, CM-LIP, CM-LIC, or HI
Bachelor's degree or equivalent academic qualifications