Wealth Advisor

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A prestigious financial services firm in Singapore is seeking a proactive individual for a financial advisory role. You will conduct consultations to understand client needs while promoting banking and investment solutions. The ideal candidate has at least one year of experience in the financial services industry and a relevant degree. Join a dynamic team focused on building client relationships and achieving financial objectives.

Qualifications

• 1 Year of Experience within the Financial Services Industry or Banking Wealth Industry.
• Dynamic, results-oriented, and self-motivated professional with a passion for financial advisory.

Responsibilities

• Conduct professional and consultative financial analysis sessions with clients.
• Build and strengthen long-term client relationships.
• Promote a comprehensive suite of banking and investment solutions.
• Deliver tailored financial strategies to help clients achieve their objectives.
• Participate in branch and business development initiatives.

Skills

Financial analysis

Client relationship management

Wealth management

Education

Local Diploma or Degree in any discipline

Job description

JOB ID: 1059795

Responsibilities

• Conduct professional and consultative financial analysis sessions with clients to understand their needs and recommend suitable solutions.
• Build and strengthen long-term client relationships by providing regular market insights, product updates, and advisory support.
• Promote a comprehensive suite of banking, investment solutions and other wealth management products.
• Deliver tailored financial strategies across bancassurance, loans, and investments to help clients achieve their financial objectives.
• Actively participate in branch and business development initiatives to contribute to the overall success of the bank.

Requirements

• Local Diploma or Degree in any discipline.
• 1 Year of Experience within the Financial Services Industry or Banking Wealth Industry
• Dynamic, results-oriented, and self-motivated professional with a passion for financial advisory.

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EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771