Wealth Advisory Consultant

White Society Pte. Ltd.; Singapore; Hybride; SGD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Licensing support (CMFAS)

Mentorship

Hybrid work

Uncapped commissions

Résumé du poste

White Society Pte. Ltd. is seeking a proactive financial advisor to help clients achieve their financial goals through tailored guidance on wealth, protection and retirement planning. You will propose varied investment solutions and craft diversified portfolios aligned with client objectives.

The role emphasizes building long-term client relationships, ongoing advisory support, and expanding the professional network. Training, licensing assistance, and a hybrid work setup are provided.

Qualifications

• Minimum local Polytechnic Diploma or Degree required.
• Strong communication and relationship-building skills essential.

Responsabilités

• Provide personalized financial advice on wealth accumulation, protection, retirement, investment and legacy planning.
• Develop investment strategies across unit trusts, investment-linked plans and structured investments.
• Build lasting client relationships with ongoing advisory support and networking opportunities.

Connaissances

Communication skills

Relationship-building

Networking

Formation

Diploma or Degree (local Polytechnic)

Description du poste

Key Responsibilities

Provide Personalized Financial Advice: Help clients achieve their financial goals through tailored advice on wealth accumulation, protection, retirement, investment, and legacy planning.

Develop Investment Strategies: Advise on a wide range of solutions, including unit trusts, investment-linked plans, and structured investments, to build diversified portfolios that align with clients' objectives.

Build Lasting Client Relationships: Go beyond one-time transactions to provide continuous advisory support and foster long-term client relationships.

Expand Your Professional Network: Grow your practice through client referrals and networking opportunities.

Who We're Looking For

We welcome both experienced professionals and motivated individuals ready to begin a new career.

New to Financial Services? If you are motivated, enjoy meeting people, and are eager to learn, we will provide the training and guidance needed to help you succeed.

Basic Requirements: A minimum of a local Polytechnic Diploma or Degree. Strong communication and relationship-building skills are essential.

What We Offer

Competitive Remuneration: A compelling package with a base allowance and uncapped commissions.

Comprehensive Training: Full support for licensing (CMFAS) and mentorship.

Career Advancement: Clear progression pathways into leadership or specialist advisory roles.

Flexible Work: Hybrid and flexible working arrangements.