Wealth Investment Advisor

WEALTH ASIA LLP; Singapore; On-site; SGD 30,000 - 60,000; Full time

Benefits offered by this job

Attractive Renumeration + Incentives Package

Flexible Working Arrangements

Comprehensive on-job training

Job summary

WEALTH ASIA LLP in Singapore is seeking individuals eager to analyze client wealth and provide tailored financial advice. You will develop strategic sales plans and conduct thorough market research to identify new opportunities.

Ideal candidates possess a Polytechnic diploma, strong negotiation skills, and a proactive attitude. No prior experience is required, as comprehensive on-job training will be provided.

Qualifications

• Diploma from a Polytechnic in Singapore or equivalent qualifications.
• Singaporean or PR.
• Strong negotiation and business acumen.

Responsibilities

• Analyze client’s wealth and provide personalized advice.
• Collaborate with partners for comprehensive client services.
• Develop and execute strategic sales plans.
• Conduct market research to identify new business opportunities.
• Prepare and present sales proposals to prospective clients.

Skills

Business acumen

Strong negotiation skills

People management skills

Strong communication skills

Interpersonal skills

Self-motivated

Education

Diploma awarded by a Polytechnic in Singapore or equivalent

Job description

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities

• Analyze client’s wealth and financial circumstances, provide advice and solutions based on their needs and objectives.
• Collaborate with partners to provide comprehensive client services eg. wealth and investment planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
• Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
• Follow up with clients constantly to re-evaluate their current condition and future objectives.
• Maintaining relationships with existing clients and key accounts
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and conduct sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all

If you believe in yourself, we would love to meet you!