Student Advisor: Flexible Wealth Planning & Growth

Credence Singapore; Singapore; Hybrid; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Commission pay

Performance bonus

Mentorship program

Overseas conventions

Flexible working hours

Job summary

Credence Singapore is seeking an ambitious Student Advisor to work with clients, understand their needs, and guide early career and financial planning. The role offers mentorship, growth, and exposure to international conventions.

You will gain hands-on experience in wealth planning, asset allocation, and regulatory topics, with flexible hours and location, plus commissions and bonuses for performance.

Qualifications

• Understand client needs, goals, and challenges to tailor financial advice.
• Develop tailored strategies using a range of financial services.
• Identify, target and acquire clients across wealth spectrums.

Responsibilities

• Engage with clients to assess needs and goals.
• Provide wealth planning and risk management guidance.
• Source and acquire clients.
• Execute plans and ensure timely delivery.
• Plan investment horizons and execute strategies.
• Regularly reassess client portfolios.

Skills

Client assessment

Strategic planning

Client sourcing

Implementation

Regulatory updates

Job description

Credence Singapore is seeking an ambitious Student Advisor to work with clients, understand their needs, and guide early career and financial planning. The role offers mentorship, growth, and exposure to international conventions.

You will gain hands-on experience in wealth planning, asset allocation, and regulatory topics, with flexible hours and location, plus commissions and bonuses for performance.