Job Description

  • Identify potential clients and develop proposals that benefit them.
  • Analyse clients’ cash, capital and investment needs to provide fund management as well as financial advisory services.
  • Monitor the performance of clients’ accounts and suggest ways to improve returns.
  • Meet revenue and other quantitative targets.
  • Maintain regular contact with clients, including sales, visits, offer of services and products.
  • Ensure compliance with the company’s internal guidelines and external regulatory requirements


  • at least 3 years of experience in the relevant fields of asset and wealth management;.
  • met the MAS ‘fit and proper’ criteria as well as minimum entry requirements;
  • a RNF number with the MAS (or a similar regulator);
  • reasonable book size for account on-boarding; and
  • broad technical competencies including solid product awareness and wealth planning knowledge with strengths in key national markets expected.