Wealth Advisor: HNW Growth & UAE Market (Remote)

ASIA WEALTH PLATFORM PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A fintech company in Singapore seeks an experienced Wealth Advisor to guide high-value clients in investment decisions. The role involves developing a client pipeline, assisting clients in understanding their investment needs, and delivering financial seminars. The candidate should have a proven track record in wealth management, with expertise in asset management and strong interpersonal skills. This position offers flexible work arrangements, unlimited paid annual leave, and competitive compensation.

Benefits

Competitive total compensation package

Comprehensive insurance coverage

Employee stock options

Unlimited paid annual leave

Annual Learning and Development budget

Team bonding budget

Qualifications

• Proven track record in wealth and asset management with high net worth clients.
• Experience in developing client relationships and delivering financial education.
• Strong knowledge of financial products and market trends.

Responsibilities

• Develop a prospect pipeline to achieve AUM targets.
• Assist clients in understanding their investment needs.
• Deliver seminars on financial and market topics.

Skills

Wealth Management

Asset Management

Relationship Management Skills

Investment Strategies

Financial Planning

Job description

A fintech company in Singapore seeks an experienced Wealth Advisor to guide high-value clients in investment decisions. The role involves developing a client pipeline, assisting clients in understanding their investment needs, and delivering financial seminars. The candidate should have a proven track record in wealth management, with expertise in asset management and strong interpersonal skills. This position offers flexible work arrangements, unlimited paid annual leave, and competitive compensation.