Business Development Executive

KGI Securities (Singapore) Pte Ltd

Business Development Executive

KGI Securities (Singapore) Pte Ltd


Job Nature: Permanent

Position Level: Entry Level, Experienced

Job Category: Account Management, Business Development, Corporate Sales

Qualification: Bachelor's / Honours

Salary: Login to view


Job Description

As a Wealth Advisor, you will be expected to provide comprehensive, one-stop financial advisory 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 advisory 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

  • 2-5 years of working experience, preferably in the Wealth Management industry
  • Proven track record of sales performance
  • Experience in wealth management products in insurance and investment
  • 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

Company Overview

Effective 2nd October 2017, KGI Securities Co. Ltd. (Taiwan)’s operations in Singapore, namely KGI Securities (Singapore) Pte. Ltd. and KGI Futures (Singapore) Pte. Ltd. are amalgamated into a single entity with KGI Securities (Singapore) Pte. Ltd. as the operating entity. This amalgamation is an internal reorganization exercise. By operation of law, all the property, rights, privileges, liabilities and obligations of KGI Futures (Singapore) Pte. Ltd. will be automatically transferred to and vest in the amalgamated KGI Securities (Singapore) Pte. Ltd..
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