We are iCan Wealth Mastery - a dynamic and enthusiastic team of Wealth Managers who are passionate about being the expert our clients can rely on in times of need.
“Our Belief is Family, Self, then Organisation. To empower us; Richer and Happier.”
Keen on learning about our three-pronged approach in building up your career in the Financial Services industry and achieving personal growth? Don't hesitate to join our team today! 🙂
Find out more about us at http://icanwealthmastery.sg
The Opportunity
Wealth management is increasingly a knowledge business, and is one that requires professionals to understand the individual needs of their clients as well as financial products of increasing complexity.
The huge increases in wealth in overseas markets, the growing demands for sophisticated products, and the professional client services all require a new breed of wealth manager. The need for individuals who are able to navigate a world of wealth owners and of investment opportunities is increasing. Here’s where your role as a Wealth Manager specializing in International Business comes in, as your clientele focus will mainly be in the ASEAN region.
The Learning Journey
- Work closely with and receive guidance from the veterans in the field. In short, you get to learn from the best.
- Network with high net worth clientele. Rub shoulders with some of the most resourceful people in their respective fields.
- Acquire good presentation and communication skills. Practice makes perfect and you’ll have the gift of the gab in no time at all.
- Constantly upgrade your financial knowledge and learn the newest financial products available to stay ahead of the game. You'll be able to give updated professional financial advice and recommendations to your clients and in turn, build a strong relationship with them.
- Gain a global perspective when it comes to all things financial related. Look beyond the local market, the world's your oyster.
Your Task
- Actively prospect and acquire affluent and High Net Worth clientele and assist in discovering their wealth management needs based on their goals
- Assist clients to potentially grow their wealth through suitable wealth management solutions
- Regularly manage and update clients on their portfolio reviews
- Maintain updated knowledge on investment strategies and concepts
Requirements
- Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnicin Singapore or equivalent. Degree holders are preferred.
- Good knowledge of banking, wealth management & insurance products is an added advantage
- Excellent customer focused mindset
- Personable, sincere, strong integrity &determination
- At least 21 years old (MAS requirement)
- Foreigners (preferably from the SEA region)are eligible!
Related Job Searches:
- Company:
iCan Wealth Mastery - Designation:
Worldwide Wealth Manager - Profession:
Accounting / Auditing / Taxation - Industry:
Finance