Wealth Planning Advisor - Grow Trusted Client Relationships

Success Human Resource Centre; Singapore; Presencial; SGD 11.000 - 56.000; Jornada completa

Descripción de la vacante

Success Human Resource Centre Pte Ltd in Singapore is seeking a financial planning advisor to understand client needs and offer tailored solutions across wealth accumulation, protection, retirement and investments. You will build long-term relationships with clients, prospect and grow your book with a hunter mindset, stay updated on market trends, and conduct reviews to keep clients on track while meeting ethical standards.

Minimum Local Diploma; open to candidates without experience.

Formación

• Minimum Local Diploma.
• Open to candidates without experience.

Responsabilidades

• Understand client needs and provide tailored financial planning solutions.
• Build long-term, trust-based client relationships with integrity and follow-ups.
• Proactively prospect, network, and grow your client base with a hunter mindset.
• Continuously develop financial knowledge and stay updated on market trends.
• Conduct reviews to keep clients aligned with their financial goals.
• Meet and exceed sales and activity targets with professionalism and ethics.
• Uphold company values and act in clients' best interests.

Educación

Minimum Local Diploma

Descripción del empleo

Success Human Resource Centre Pte Ltd in Singapore is seeking a financial planning advisor to understand client needs and offer tailored solutions across wealth accumulation, protection, retirement and investments. You will build long-term relationships with clients, prospect and grow your book with a hunter mindset, stay updated on market trends, and conduct reviews to keep clients on track while meeting ethical standards.

Minimum Local Diploma; open to candidates without experience.