Wealth Advisor: Grow Portfolios & Plans

Private Advertiser; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore seeks professionals for wealth advisory roles involving client financial planning and portfolio management. Responsibilities include marketing financial products and collaborating with branch colleagues to identify opportunities. Candidates should possess a local diploma or degree, with strong communication skills and a positive attitude. Experience in retail banking or sales may be beneficial, but career switchers are welcome. A competitive salary with incentives and comprehensive training will be provided.

Benefits

Competitive Basic Salary + High Incentive/Commission

Comprehensive training and mentorship

Full corporate benefits and medical coverage

Qualifications

• Experience in retail banking or sales is an advantage, but we welcome career switchers.

Responsibilities

• Assist clients with holistic financial planning.
• Manage and grow a portfolio of assigned clients.
• Market a comprehensive suite of financial products.
• Work closely with branch colleagues to identify potential opportunities.

Skills

Excellent communication skills

Sales DNA

Can-do attitude

Education

Local Diploma or Degree in any field

Job description

A financial services firm in Singapore seeks professionals for wealth advisory roles involving client financial planning and portfolio management. Responsibilities include marketing financial products and collaborating with branch colleagues to identify opportunities. Candidates should possess a local diploma or degree, with strong communication skills and a positive attitude. Experience in retail banking or sales may be beneficial, but career switchers are welcome. A competitive salary with incentives and comprehensive training will be provided.