Independent Wealth Advisor for Affluent Clients

AVALLIS FINANCIAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is looking for a motivated individual to build and grow a customer base of affluent clients. The role includes providing unbiased financial advice, staying informed on market trends, conducting KYC, and ensuring high customer satisfaction. Ideal candidates will possess strong financial planning and investment skills. Comprehensive training programs will be available to empower you in your professional practice in financial planning and wealth management.

Responsibilities

• Build and grow your customer base and pipeline of affluent customers.
• Provide objective, unbiased advice on financial solutions.
• Stay up to date with market trends and regulatory changes.
• Conduct KYC and guide clients on financial management.
• Ensure customer satisfaction with high-quality post service.
• Work closely with internal teams on client servicing.

Skills

Product Knowledge

Wealth Management

Management Skills

Aftersales

Financial Planning

Investments

Wealth Accumulation

Digital Marketing

Customer Satisfaction

Financial Advisory

KYC

Job description

A financial advisory firm in Singapore is looking for a motivated individual to build and grow a customer base of affluent clients. The role includes providing unbiased financial advice, staying informed on market trends, conducting KYC, and ensuring high customer satisfaction. Ideal candidates will possess strong financial planning and investment skills. Comprehensive training programs will be available to empower you in your professional practice in financial planning and wealth management.