Senior Wealth Management Manager

As the leader in wealth management, IPP is offering innovative and intelligent solutions to thousands of individual and businesses in Singapore, Hong Kong, Malaysia, Indonesia and other high growth cities in Asia. We are one of the largest wealth management firms in Singapore. We established partnerships with a large number of well known insurance companies and fund management platforms in Hong Kong. In addition, we have good connection with several private banks and external asset management companies, to provide our clients with a wide selections on wealth management products based on their financial needs. We aim to achieve "lifelong financial success"for our clients.

Responsibilities:
-Managing individual and corporate investment accounts and relationship building with clients
-Portfolio investment analysis through a series of comprehensive training
-Managing the total wealth of clients by matching our financial and investment solutions to their financial needs including investment, insurance, trusts, immigration plans etc
-Promoting our Premier Service to potential clients, exploring their needs and making referrals to other business units where appropriate

Requirements:

-Bachelor's degree or above from an accredited university

-Strong business acumen and analytical ability

-Strong self-motivation and drive to achieve excellence

-Excellent interpersonal and communication skills

-Capable of serving as a role model for displaying openness, teamwork and integrity

-Able to read Putonghua/ Cantonese

-IANG/QMAS or holders of related VISA will be considered as well (we provide no VISA sponsorship)

-IIQE/ SFC licences holder is an advantage