Junior Wealth Planner & Client Advisor

WEALTH ASIA LLP; Singapore; In loco; SGD 27.000 - 45.000; Tempo pieno

Descrizione del lavoro

WEALTH ASIA LLP invites fresh graduates to join a structured program that guides you through client-facing wealth planning and ongoing relationship management. You will gain exposure to understanding client priorities, conducting financial reviews, and providing continued support as circumstances change, with mentorship from experienced advisers and structured certifications.

The role offers hands-on fieldwork, learning basic advisory qualifications, and gradual development of client planning

Competenze

• Strong interpersonal and communication skills.
• Motivated and willing to learn.
• Interest in developing professionally within the financial services industry.

Mansioni

• Establish and maintain relationships with clients.
• Understand clients' financial objectives and planning priorities.
• Assist with wealth accumulation and financial protection planning.
• Conduct regular financial reviews and client follow-ups.
• Provide ongoing support and maintain long-term client relationships.

Conoscenze

Interpersonal skills

Motivation & learning

Formazione

Local Diploma, A' Levels, or Degree in any discipline

Descrizione del lavoro

WEALTH ASIA LLP invites fresh graduates to join a structured program that guides you through client-facing wealth planning and ongoing relationship management. You will gain exposure to understanding client priorities, conducting financial reviews, and providing continued support as circumstances change, with mentorship from experienced advisers and structured certifications.

The role offers hands-on fieldwork, learning basic advisory qualifications, and gradual development of client planning