Closing Date: 21st July 2018
Company Logo

IPA Advisory

Estate/Wealth Development Manager

Salary: 2500.00

Estate/Wealth Development Manager


●  Promote professional concept-based wealth/estate product portfolio.

●  Analyzing and articulating Personal Valuation and Business Valuation to potential clients of the firm

●  Working with multiple vendors and clientele touch point partners to provide professional advice and services to clientele.

●  Able to communicate and articulate ideas fluently in a client- consultant and even in a seminar setting.

●  Picking up a strong working knowledge of advanced business development concepts, product features or benefits, and competitive positioning.

●  Partaking in generation of HNW/Affluent/Business clientele activities.

●  Knowledge of Investments (Bonds, ETF etc.) and Estate Law would be a plus.

●  Utilizing Information Technology to monitor/acquire clientele; market new concepts and ideas across to specific clientele base.


●  Monthly allowance of $2,500 - $4000 excluding commission and trailer fees.

●  Upon successful completion of 1st year contract and depending on performances, variable monthly bonuses would be embedded into contract.

●  Transport and Mobile allowances inclusive.

●  Mentoring and training are conducted 1 to 1/classroom based training to ensure your stipulated success.

Mandatory Requirements:

●  Welcome Singaporeans, P.R

●  ‘A’ Levels with at least three ‘Higher 2’ and two ‘Higher 1’ subject passes

●  Diploma with 900 hours;

●  Local Diploma; Or Degree in any field

●  Minimum 21 years old and above (as per requirement by MAS)

●  Experienced practitioners/ accounting and finance background candidates preferable.

We regret that only shortlisted candidates will be notified via e-mail and a call.

About us:

At IPA Advisory, you can expect to find a complementary, talented and well-rounded team that is well-versed in the financial niche. Each and every one of us at IPA Advisory are driven, committed and result-oriented. What's more, we always practice a client-centric approach to help our clients achieve their ideals.

Fresh graduates are welcome to apply, we’ll access ability and possible retooling on a case by case basis, and applicants will be awarded the contract to succeed with us.