Wealth Investment Advisor

WEALTH ASIA LLP; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking candidates passionate about wealth and financial services. Responsibilities include analyzing clients' circumstances, providing tailored advice, and executing sales strategies. The ideal candidate should have a relevant diploma and strong people skills. No prior experience is needed as thorough training will be provided. This role offers an attractive remuneration package with flexible working arrangements.

Benefits

Attractive Renumeration + Incentives Package

Flexible Working Arrangements

Comprehensive on-job training

Qualifications

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications.
• Singaporean or PR.
• No working experience required as comprehensive training will be provided.

Responsibilities

• Analyze client’s wealth and financial circumstances, provide advice.
• Collaborate with partners to provide comprehensive client services.
• Conduct sales and meet sales targets.
• Develop and execute strategic sales plans.
• Follow up with clients to re-evaluate conditions and objectives.
• Maintain relationships with existing clients.
• Conduct market research and analysis.
• Prepare and conduct sales presentations to prospective clients.
• Negotiate contracts and agreements.

Skills

Business acumen & strong negotiation skills

People management skills

Strong communication and interpersonal skills

Self-motivated personality

Team player

Education

Diploma awarded by a Polytechnic in Singapore

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.
• Conduct sales and meet sales targets.
• 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!