Wealth & Client Relations Advisor

RICH FOREVER FAMILY OFFICE PTE. LTD.; Penarth, High Street; On-site; GBP 35,000 - 55,000; Full time

Job summary

RICH FOREVER FAMILY OFFICE PTE. LTD. is seeking a client-focused wealth management professional in the United Kingdom. The role focuses on developing and maintaining client relationships, delivering tailored wealth management solutions, and ensuring smooth onboarding and after-sales service.

The successful candidate will have sales experience in financial services, strong communication and interpersonal skills, and a proactive, results-driven attitude suitable for a performance-based environment.

Qualifications

• Sales experience in financial services preferred.
• Strong communication and interpersonal skills required.
• Self-motivated, results-driven and proactive mindset expected.
• Fresh graduates welcome; strong learning ability valued.

Responsibilities

• Develop and maintain client relationships.
• Provide tailored wealth management solutions.
• Follow up on client onboarding and after-sales service.
• Participate in training and business development activities.
• Support business growth through client acquisition and referrals.

Skills

Sales experience

Communication skills

Interpersonal skills

Self-motivation

Results-driven

Proactive

Job description

RICH FOREVER FAMILY OFFICE PTE. LTD. is seeking a client-focused wealth management professional in the United Kingdom. The role focuses on developing and maintaining client relationships, delivering tailored wealth management solutions, and ensuring smooth onboarding and after-sales service.

The successful candidate will have sales experience in financial services, strong communication and interpersonal skills, and a proactive, results-driven attitude suitable for a performance-based environment.