Wealth Advisor

JDS EXECUTIVE SERVICES; Singapore; On-site; SGD 50,000 - 75,000; Full time

Benefits offered by this job

Flexible working environment

Training and mentorship provided

Career growth opportunities

Attractive commission and incentive structure

Job summary

JDS EXECUTIVE SERVICES in Singapore is seeking a motivated Wealth Advisor to provide personalized financial planning and advisory services. The role entails building strong client relationships and understanding individual and business financial goals through expert guidance.

Ideal candidates possess strong communication skills, exhibit self-motivation, and can manage time effectively. The position offers flexible working conditions, training, and an attractive incentive structure to support career growth.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated and goal-oriented with the ability to work independently.
• Sales or customer service experience is an advantage.

Responsibilities

• Build and maintain strong client relationships.
• Advise on wealth management, savings, insurance, and investment solutions.
• Conduct financial reviews and needs analysis.

Skills

Strong communication and interpersonal skills

Self-motivated, driven, and goal-oriented

Good problem-solving and analytical skills

Education

Diploma or Degree in any field

Job description

Job Overview

We are seeking a motivated and client-focused Wealth Advisor to provide financial planning and advisory services to individuals and businesses. The ideal candidate will assist clients in achieving their financial goals through personalized strategies, strong relationship management, and professional financial guidance.
Build a meaningful career while helping others secure their financial future.

Key Responsibilities

• Build and maintain strong client relationships
• Understand clients’ financial goals and provide suitable solutions
• Conduct financial reviews and needs analysis
• Advise on wealth management, savings, insurance, and investment solutions
• Develop personalized financial plans
• Stay updated on financial products, market trends, and industry regulations
• Provide excellent customer service and ongoing client support
• Generate leads and expand client networks through referrals and business development activities

Requirements

• Strong communication and interpersonal skills
• Self-motivated, driven, and goal-oriented
• Ability to work independently and manage time effectively
• Good problem-solving and analytical skills
• Sales or customer service experience is an advantage
• Diploma or Degree in any field preferred

What We Offer

• Flexible working environment
• Training and mentorship provided
• Career growth opportunities
• Attractive commission and incentive structure
• Supportive team environment

Job Type

Full-time / Part-time / Freelance