Investment Sales Advisor

Wealth Asia; Singapore; On-site; SGD 100,000 - 180,000; Full time

Job summary

Wealth Asia in Singapore seeks an experienced investment advisor to help clients achieve their wealth goals through informed investment strategies. You will provide expert guidance and tailor solutions to individual financial circumstances.

Join a team focused on personalized service, market awareness, and seamless client experiences as you contribute to building trusted financial partnerships in the region.

Responsibilities

• Advise clients on investment products and strategies to meet their financial objectives
• Build and maintain strong client relationships through personalized service and follow-up
• Analyze client financial situations to recommend suitable investment solutions
• Collaborate with internal teams to deliver seamless client experiences and resolve inquiries
• Stay updated on market trends and product knowledge to provide accurate advice
• Achieve sales targets by identifying and pursuing new business opportunities

Job description

Company Overview / Employee Value Proposition

Wealth Asia offers holistic wealth management with personalized guidance and powerful solutions to simplify and streamline your financial future as a trusted financial partner.

Job Summary

Provide expert investment sales advice to clients, helping them make informed financial decisions and achieve their wealth management goals.

Responsibilities

• Advise clients on investment products and strategies to meet their financial objectives
• Build and maintain strong client relationships through personalized service and follow-up
• Analyze client financial situations to recommend suitable investment solutions
• Collaborate with internal teams to deliver seamless client experiences and resolve inquiries
• Stay updated on market trends and product knowledge to provide accurate advice
• Achieve sales targets by identifying and pursuing new business opportunities