Institutional Wealth Advisor, Wealth Management (Up to $20k) (ID: 669853)

PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd); Singapore; On-site; SGD 45,000 - 85,000; Full time

Job summary

An established industry player is seeking a passionate sales professional to join their dynamic team. In this role, you will develop and maintain strong business relationships with clients, offering comprehensive investment advisory and asset allocation services. Your expertise in financial markets will be crucial in assisting clients with their wealth planning needs. This position offers an exciting opportunity to work in a collaborative environment, where your contributions will directly impact client satisfaction and business growth. If you are driven and client-focused, this role is perfect for you.

Qualifications

• Solid sales experience in banking and finance, preferably in securities and wealth management.
• Relevant licenses for financial advisory roles.

Responsibilities

• Develop and maintain business relationships with target clients.
• Provide investment advisory and asset allocation services.

Skills

Client service orientation

Sales skills

Effective communication

Bilingual skills

Education

Bachelor’s degree in relevant fields

MBA

Job description

Job Description

• Develop and maintain business relationships with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Offer trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds, and structured products.
• Assist clients with wealth planning and preservation using various tools and services.
• Work in a highly dedicated and professional team environment.

Knowledge

• Sufficient knowledge of Singapore and other international capital markets, major investment instruments, and the firm’s products and services.
• Understand clients’ investment needs and preferences.

Skills and Abilities

• Client service oriented.
• Passionate about front-line sales roles and interested in financial markets.
• Effective communicator with strong bilingual skills.

Qualifications

• Solid sales experience in banking and finance, preferably with direct experience in securities dealing and wealth management roles.
• Bachelor’s degree in relevant fields; an MBA is a plus.
• Relevant licenses.

Interested candidates who wish to apply, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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