Wealth Advisor: Behavioral Finance & Planning

AGRACE PTE. LTD.; Singapore; On-site; SGD 42,000 - 70,000; Full time

Job summary

AGRACE PTE. LTD. in Singapore is seeking aspiring wealth advisors to conduct discovery conversations and design personalised wealth strategies. You will build long-term client relationships through regular reviews and ongoing financial guidance.

No prior financial services experience is required; comprehensive training and mentorship will be provided to help you develop advisory and wealth-planning expertise.

Qualifications

• No prior financial services experience required; comprehensive training and mentorship provided.
• Minimum local diploma or degree (all disciplines welcome)
• Interested in wealth management, behavioral finance and personal development
• Curious about how people think, behave, and make financial decisions
• Want to build a rewarding career helping people achieve financial confidence

Responsibilities

• Conduct wealth discovery conversations to understand clients' goals, priorities and financial behaviors
• Review existing financial plans, identify misalignment and opportunities for improvement
• Design personalised wealth, investment, retirement and protection strategies
• Build long-term client relationships through regular reviews and ongoing financial guidance
• Continuously develop your advisory, communication and wealth planning expertise

Skills

Communication

Client relationship

Analytical thinking

Interest in wealth management

Education

Local diploma or degree

Job description

AGRACE PTE. LTD. in Singapore is seeking aspiring wealth advisors to conduct discovery conversations and design personalised wealth strategies. You will build long-term client relationships through regular reviews and ongoing financial guidance.

No prior financial services experience is required; comprehensive training and mentorship will be provided to help you develop advisory and wealth-planning expertise.