Apply: Legacy Planning Financial Consultant

Reference: BH-162265

This position will be responsible for conducting financial planning for clients, specializing in legacy plans and discretionary portfolio management. The core offerings of the platform include immigrations solutions, offshore wealth management, setting up of trust funds, legacy plans and business advisory.

Responsibilities

Generating new leads through networking events
Evaluate and actively managing client’s wealth management portfolio
Provide sound and holistic financial advisory to clients
Analyze market trends with lead investment advisory specialist

Requirements

Strong knowledge and experience in investment products which include structured notes, dual currency investments, treasury products and portfolio leveraging
Strong knowledge and experience in pitching UL, 3G legacy plans without financing
In-depth understanding of off-shore wealth needs of HNW clients
CMFAS and IBF certifications

EA Personnel No R1872318
BeathChapman Pte Ltd |
EA Licence: 16S8112

Ethos BeathChapman is a global group of executive recruitment experts in Asia, Australia and EMEA, with a network beyond. We connect the world's exceptional companies to exceptional people.

Connect with us at www.ethosbc.com

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Apply: Legacy Planning Financial Consultant

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