Wealth Planning Advisor – Hybrid with Travel Rewards

PERSOL; Singapore; Hybrid; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Attractive remuneration package

Travel opportunities

Hybrid work and training

Job summary

PERSOL in Singapore is seeking a client-focused financial advisor who puts customers' interests first. You will tailor financial guidance to meet each client's unique needs, helping them plan for life goals with investment, insurance, and wealth-management solutions.

You will build long-term relationships through tele-prospecting, virtual or in-person meetings, and proactive outreach programmes, while staying up to date with industry trends to consistently meet your personal targets.

Qualifications

• Bachelor's degree or diploma as required for the role.
• Interest in financial planning or wealth management.

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Skills

Financial advisory

Customer relations

Prospecting

Relationship building

Financial planning

Education

Bachelor's degree

Diploma (local polytechnic)

Job description

PERSOL in Singapore is seeking a client-focused financial advisor who puts customers' interests first. You will tailor financial guidance to meet each client's unique needs, helping them plan for life goals with investment, insurance, and wealth-management solutions.

You will build long-term relationships through tele-prospecting, virtual or in-person meetings, and proactive outreach programmes, while staying up to date with industry trends to consistently meet your personal targets.