Key Job Responsibilities

• Holistic Financial Planning: Developing tailored strategies that integrate protection (insurance) with wealth accumulation (investments) for clients.
• Portfolio Management: Building, monitoring, and adjusting investment portfolios to align with client goals and risk tolerance.
• Client Advisory: Advising high-net-worth (HNW) or corporate clients on asset allocation and investment products.
• Business Development: Actively acquiring new clients and maintaining relationships, often operating in a sales-driven or commission-based structure.
• Market Analysis: Staying updated on economic trends and market volatility to provide informed, timely advice.
• Compliance: Adhering strictly to regulatory requirements (such as MAS in Singapore) and internal policies.
• Sales Focus: Often involves achieving targets for insurance, retirement, and investment products.