Join us for a rewarding and challenging career. We are seeking dynamic and highly motivated individuals who are interested to develop a career in the Wealth Management Industry.

Responsibilities

    As a Team Head, you will be expected to recruit and lead a team of wealth advisers in providing comprehensive, one-stop financial advisory services. Our full suite of products includes Insurance, Unit Trust, Exchanged Traded Fund (ETF), Bonds, Stock and Margin Financing. You will be expected to play a critical role in acquisition of new clients and the relationship management of existing clients, together with your team of advisers. You will be familiarised with Balanced Scorecard Framework, Financial Needs Analysis and Wealth Planning process, including fact-finding and products recommendation.

Requirements

    • 5-8 years working experience in the wealth management industry
    • Strong products knowledge
    • Familiarise with Financial Advisory Act (FAA)
    • Fast track career progression
    • Strong leadership and thrive in a challenging environment
    • A team player and guide/coach wealth advisers
    • Good people management and interpersonal skills
    • Possess CMFAS certificate in M5, M8, M8A, M9, M9A, HI

Responsibilities

    As a Wealth Adviser, you will be expected to provide comprehensive, one-stop financial advisery services to KGI clients through our wealth management products that will include Insurance, Unit Trust, Exchanged Traded Fund (ETF), Fixed Income and Structured products. As part of portfolio construct and re-balancing, you are to actively cross-sell our Brokerage, Futures & Forex products into wealth products and vice versa. The successful candidate will be expected to play a critical role in expanding the company's onshore base through the acquisition of new and the development of existing clients. To strengthen the wealth planning process, you will be engaging high net-worth and affluent clients for relationship management, financial health check and fact-finding.

     

    You are to achieve agreed financial targets. To help you succeed in your role and sharpen your financial planning and advisery skills, you will be guided and trained for 4 weeks by product specialists and product partners. You will need to be comfortable hitting the ground running and leveraging your existing network to add value to the business.

Requirements

    • Local Diploma/ Degree holders are welcome
    • Keen interest in the Finance industry
    • More than 1-2 years of wealth experience
    • Career progression to Senior Adviser or Assistant Wealth Director
    • Attractive salary package of up to $4,000 Basic + Incentives + Monthly Commission + Production Bonus
    • Basic salary in excess of $4,000 depending on qualification, experience and performance
    • Highly driven to excel and be able to thrive within a challenging environment
    • Good people management and interpersonal skills
    • Possess CMFAS certificate in M5, M8, M8A, M9, M9A, HI

Responsibilities

    As a Wealth Consultant, you will be expected to provide comprehensive, one-stop financial advisory services to KGI clients through our wealth management products. The successful Wealth Consultant agent  will be expected to play a critical role in expanding the company's onshore base through the acquisition of new clients and the development of existing securities’ clients. As part of wealth planning process, you will be engaging clients for relationship management, financial needs analysis, fact-finding and policies review.

     

    To help you succeed in your role and develop your financial planning and advisory skills, you will be guided and trained by in-house product specialists and external partners. There will be on-the-job training and a Team Lead assigned to guide and coach you. 

    • Job flexibility whereby you manage your own time and have the work life balance.
    • Unlimited income potential - your rewards and remuneration are 100% based on your performance.
    • Competitive incentive rates and quarterly bonus of up to a total of 85% payout.
    • A chance to be a Multi-product financial consultant: Insurance, Investment, Securities & FX – but measured on total revenue basis.
    • Opportunity to be promoted to Team Leader for career progression.
    • Leads and facilities (iPad/Desk/Phone) will be provided to you.
    • In-depth product and sales training, hands-on coaching and roleplay will be conducted to guide you along your sales career.

Requirements

    • 2-3 years working experience in the wealth management industry
    • Fast tracked career progression to Senior Consultant or Team Lead
    • Good people management and interpersonal skills
    • Possess CMFAS certificate in M5, M8, M8A, M9, M9A, HI

 

Join us to discover a rewarding and challenging career with KGI Securities (Singapore).

We offer attractive salary packages and long-term career development to successful candidates. You are invited to email your cover letter and full resume to [email protected]

We thank you for your interest and please note that only shortlisted candidates will be notified.


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