• Manage wealth and risk portfolio for both personal and corporate clients.
• Going for confirmed close appointments set by our telemarketers
• Acquire high net worth clients from our seminars advertised weekly on Straits Times and Business Times
• Managing and growing high net worth clients
• Develop creative solutions for clients

What can we offer

• Proven Client Acquisition Model

(No roadshows, door knocking or street prospecting required)

• Strategic partnerships with professional organizations & businesses

• Unlimited leads

• Robust administrative support

• 1 to 1 Mentoring System

Requirements

• A Level, Diploma or Degree holders (Entry level candidates are welcomed, intensive training and coaching will be provided for selected candidates)

• M5, M8, M8A, M9, M9A and HI certifications are advantageous

• Only Singapore Citizen and above 21 years old (required by MAS requirement)

Global Product & Service Providers

Banks & Referrals

• DBS Bank Ltd (DBS)

• Malayan Banking Berhad (Maybank)

• Oversea-Chinese Banking Corporation Limited (OCBC)

• RHB Bank Berhad (RHB)

• Rockwills International Group

• Standard Chartered Bank (Singapore) Limited

General Insurance

• AETNA Insurance Company Limited (Singapore Branch)

• AIG Asia Pacific Insurance Pte Ltd

• Allianz Global Corporate & Specialty SE (Singapore Branch)

• Allied World Assurance Company, Ltd

• Aviva Ltd

• AXA Insurance Pte Ltd

• China Taiping Insurance (Singapore) Pte Ltd

• Chubb Insurance Singapore Limited

• Cigna Global

• EQ Insurance Company Limited

• ETIQA Insurance Pte Ltd

• Liberty Insurance Pte Ltd

• Lonpac Insurance Berhad

• MSIG Insurance (Singapore) Pte Ltd

• Now Health International (Singapore) Pte Ltd

• NTUC Income Insurance Cooperative Limited

• QBE Insurance (Singapore) Pte Ltd

• Sompo Insurance Singapore Pte Ltd

• Tokio Marine Insurance Singapore Ltd

Life Insurance

• Aviva Ltd

• China Life Insurance (Singapore) Pte Ltd

• ETIQA Insurance Pte Ltd

• Friends Provident International Ltd, Singapore Branch

• Generali International Limited

• Manulife (Singapore) Pte Ltd

• NTUC Income Insurance Cooperative Limited

• Old Mutual International Singapore Branch

• Raffles Health Insurance Pte Ltd

• Tokio Marine Life Insurance Singapore Ltd

• Transamerica Life (Bermuda) Ltd

Investment Products / Collective Investment Schemes (CIS)

• CMIA Capital Partners Pte Ltd

• Firstmac Limited

• IP Investment Management Pte Ltd

• Man Investments (Australia) Limited

• Man Investments (Hong Kong) Limited

• Quantum Funds Management Limited

• Superfund Financial (Singapore) Pte Ltd

Collective Investment Schemes (CIS)

• Transaction Platforms

• iFast Financial Pte Ltd

• Navigator Investment Services Ltd

Fund Houses on Transaction Platform

• Aberdeen Asset Management Asia Ltd

• Alliance Bernstein (Singapore) Ltd

• Allianz Global Investors (Singapore) Ltd

• Amundi Singapore Ltd

• Aviva Investors Asia Pte Ltd

• AXA Investment Managers

• Blackrock Asset Management Southeast Asia Ltd

• BNP Paribas Investment Partners

• BNY Mellon Asset Management

• Columbia Threadneedle Investments

• Deutsche Asset Management (Asia) Ltd

• Duxton Asset Management

• EastSpring Investments

• Eurizon Capital S.A (Singapore Branch)

• Fidelity Investments (Singapore) Ltd

• First State Investments (Singapore) Ltd

• FRM Investment Management

• Fullerton Fund Management Company Ltd

• HSBC Global Asset Management (Singapore) Ltd

• Janus Henderson Investors (Singapore) Ltd

• JPMorgan Asset Management (Singapore) Ltd

• Kotak Mahindra (UK) Limited

• Legg Mason Asset Management Singapore Pte Ltd

• Lion Global Investors Ltd, Singapore

• Man Investments (Singapore) Pte Ltd

• Manulife Financial (Singapore)

• Matthews Asia Funds

• Natixis Global Asset Management

• Neuberger Berman

• Nikko Asset Management Asia Ltd

• NN Investment Partners

• Old Mutual Global Investors

• Phillip Capital Management (S) Ltd

• PIMCO Asia Pte Ltd

• PineBridge Investments Singapore Ltd

• Pioneer Investments

• RHB OSK Asset Management Pte Ltd

• Schroder Investment Management Ltd

• SHK Fund Management

• Superfund Financial (Hong Kong) Ltd

• Templeton Asset Management Ltd

• UBS Global Asset Management (Singapore) Ltd

• UOB Asset Management Ltd

• Vanguard Investments Singapore Pte Ltd

• Wells Fargo Funds Management LLC