Wealth Investment Advisor

WEALTH ASIA LLP; Singapore; On-site; SGD 60,000 - 95,000; Full time

Job summary

Wealth Asia LLP in Singapore is seeking an experienced Investment Sales Advisor to guide clients toward their wealth management goals. You will analyze client finances, recommend suitable investment solutions, and build lasting relationships through personalized service.

Collaborate with internal teams to ensure seamless client experiences, stay abreast of market trends, and consistently meet sales targets while upholding ethical standards and regulatory compliance.

Responsibilities

• Advise clients on investment products and strategies to meet financial objectives
• Build and maintain strong client relationships through personalized service
• Analyze client financial situations to recommend suitable investment solutions
• Collaborate with internal teams to deliver seamless client experiences and resolve inquiries
• Stay updated on market trends and product knowledge to provide accurate advice
• Achieve sales targets by identifying and pursuing new business opportunities

Job description

Wealth Asia LLP in Singapore is seeking an experienced Investment Sales Advisor to guide clients toward their wealth management goals. You will analyze client finances, recommend suitable investment solutions, and build lasting relationships through personalized service.

Collaborate with internal teams to ensure seamless client experiences, stay abreast of market trends, and consistently meet sales targets while upholding ethical standards and regulatory compliance.