Responsibilities
- Provide tailored wealth management solutions based on client needs, covering a wide range of products including unit trusts, ETFs, bonds, equities, and insurance, while establishing and maintaining strong client relationships.
- Identify new business opportunities through networking, referrals, and outreach activities.
Provide continuous service support to clients during and beyond regular office hours.
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Requirements
- Open to Singaporeans/PRs only
- Bachelor’s degree or higher, preferably in Finance or related discipline
- CMFAS/IBF module certifications will be an advantage
- Fluent in both Mandarin Chinese and English, with strong written and verbal communication skills to effectively engage with Mandarin-speaking clients and associates
- Problem-solving, excellent communication skills, active listening, strong knowledge base, attention to detail, networking, and a client-centric mindset
- Remuneration is solely on pure commission base scheme structure with employee-like company benefits
Note: The listed duties and requirements are a general summary and not an exhaustive list. Specific tasks or competencies may vary depending on actual work assignments.
Experience Level
Entry level (i.e. Exec, Snr. Exec)
Education Level
Bachelor's Degree
Skillset
attention to detail,
Problem-solving,
client-centric mindset
Fun
From foosball face-offs to surprise treats, we believe great work happens when people enjoy the journey.
Snacks & Beverages
From quick bites to caffeine boosts, we’ve got you fuelled throughout the day.
Yearly activities
Think outdoor activities, CSR initiatives to festive celebrations and learning days, we make time for experience that bring people together and create moments worth remembering.
Remuneration package
Competitive remuneration including performance-based shares that reward results and recognize excellence.
Coverage
Insurance and medical benefits that support your wellbeing and give you peace of mind, so you can focus on what matters.
Allowance
Welcome lunch, teambuilding budget and sports allowance to support team bonding and an active lifestyle.
iFAST Corporation is a global digital banking and wealth management platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 17,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, banking, pension administration, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and UK.
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iFAST CorporationSingaporeFluent in both Mandarin Chinese and English, with strong written and verbal communication skills to effectively engage with Mandarin-speaking clients and……30d+