Investment Sales Advisor

WEALTH ASIA LLP; Singapore; On-site; SGD 60,000 - 95,000; Full time

Job summary

Wealth Asia LLP in Singapore is seeking an experienced Investment Sales Advisor to guide clients toward their wealth management goals. You will analyze client finances, recommend suitable investment solutions, and build lasting relationships through personalized service.

Collaborate with internal teams to ensure seamless client experiences, stay abreast of market trends, and consistently meet sales targets while upholding ethical standards and regulatory compliance.

Responsibilities

• Advise clients on investment products and strategies to meet financial objectives
• Build and maintain strong client relationships through personalized service
• 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