Student Advisor

IHARVEST WEALTH MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking motivated individuals to conduct financial analysis and provide tailored wealth planning solutions. Candidates should possess strong communication skills and a positive attitude. This role involves building long-term client relationships and achieving sales targets. Prior experience is not required, making this an excellent opportunity for recent graduates.

Qualifications

• Singapore Citizens/PR Holders are eligible.
• All undergrads are welcome.

Responsibilities

• Conduct financial analysis and review client portfolios.
• Provide tailored wealth planning solutions.
• Offer professional financial guidance and address client inquiries.
• Build and maintain long-term client relationships.
• Achieve sales targets and overcome challenges.

Skills

Strong communication and interpersonal skills

Self-motivated with a positive attitude

Education

Minimum diploma holder

Job description

Requirements:

• Singapore Citizens/PR Holders
• All undergrads are welcome (min. diploma holders)
• No prior experience required
• Strong communication and interpersonal skills.
• Self-motivated with a positive attitude and willingness to learn.

Job Description

• Conduct financial analysis and review client portfolios.
• Provide tailored wealth planning solutions (investments & insurance).
• Offer professional financial guidance and address client inquiries.
• Build and maintain long-term client relationships.
• Achieve sales targets and overcome challenges.