Wealth Client Advisor & Growth Specialist

wow staffing; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

wow staffing is seeking a client-focused financial services professional in Singapore to build lasting client relationships and deliver tailored investment solutions. You will engage directly with clients, assess financial objectives, and provide advisory services to enhance their investment experiences.

The role emphasizes a consultative sales approach, KYC/CDD compliance, and collaboration with product and policy teams to ensure accurate policy information and superior client outcomes.

Qualifications

• Diploma/Degree holder; relevant customer service experience preferred.
• Fresh graduates and candidates with proven sales track records are welcome to apply.
• Strong interpersonal and communication skills, adaptable, and eager to learn.
• Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.

Responsibilities

• Proactively source and develop new business through prospecting, networking and referrals.
• Use a consultative, needs-based approach to recommend tailored financial solutions.
• Provide comprehensive financial planning and advisory services to meet customer needs.
• Deliver excellent client experiences while meeting service and performance metrics.
• Conduct KYC and CDD checks to ensure suitability and compliance.
• Process operational transactions accurately in line with audit requirements.
• Analyze customer feedback to identify service or process improvements.
• Provide insights to product teams to enhance product competitiveness.
• Collaborate with policy in-force team to maintain accurate policy information.

Skills

Interpersonal skills

Communication skills

Sales orientation

Adaptable

Education

Diploma/Degree

Job description

wow staffing is seeking a client-focused financial services professional in Singapore to build lasting client relationships and deliver tailored investment solutions. You will engage directly with clients, assess financial objectives, and provide advisory services to enhance their investment experiences.

The role emphasizes a consultative sales approach, KYC/CDD compliance, and collaboration with product and policy teams to ensure accurate policy information and superior client outcomes.