Wealth Advisor: Personal Finance & Retirement Planning

Success Human Resource Centre; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking individuals to provide comprehensive financial advisory services. The role requires excellent customer focus and integrity in helping clients manage their financial situations. Key responsibilities include developing personalized wealth management strategies and providing advice for achieving financial goals. The position offers flexible working hours and requires a sincere and determined mindset.

Qualifications

• Personable and sincere with a strong work ethic.
• Flexibility to accommodate different client needs.

Responsibilities

• Determine current financial situation of clients.
• Customise financial solutions to meet individual needs.
• Develop wealth management strategies for financial goals.

Skills

Excellent customer focused mindset

Strong integrity

Determination

Job description

A financial services firm in Singapore is seeking individuals to provide comprehensive financial advisory services. The role requires excellent customer focus and integrity in helping clients manage their financial situations. Key responsibilities include developing personalized wealth management strategies and providing advice for achieving financial goals. The position offers flexible working hours and requires a sincere and determined mindset.