Financial Adviser

STAR CAREER CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is looking for a Wealth Manager to help clients achieve their financial goals. The role includes client acquisition, management, and personalized financial planning. The ideal candidate is passionate, driven, and possesses strong communication skills. This position offers a competitive compensation package and dedicated professional development opportunities.

Benefits

Competitive compensation package

Various incentive trips

Recurring income

Professional development

Qualifications

• Passionate to make a difference.
• Adventurous, driven with entrepreneurial spirit.
• Excellent communication & interpersonal skills.

Responsibilities

• Client acquisition through various prospecting strategies.
• Review prospective/existing client portfolio.
• Propose solutions for client investment and insurance needs.

Education

Diploma or Degree from a recognized institution

Job description

Overview

Wealth Manager

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Responsibilities

• Client acquisition through various prospecting strategies.
• Review prospective/existing client portfolio.
• Propose solutions and planning for client investment and insurance needs.
• Client management and retention.
• Attend and respond to customer queries professionally.
• Service and review financial portfolios in maintaining a long-term customer relationship.

What you will Learn

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program.

Requirements

• Diploma or Degree from a recognized institution in any field
• Passionate to make a difference
• Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
• Outspoken with excellent communication & interpersonal skills
• Equally motivated by working independently as well as collaborating in a team

Benefits

• Competitive compensation package(Monthly allowance, Incentives, Quarterly Bonus and Year End Bonus)
• Various incentive trips
• Recurring income
• Professional development

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with your updated MS Word Resume to: kelvin at starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)