Wealth Advisory Specialist

4 days ago


Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time
Roles & Responsibilities

We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their needs and work to ensure that our clients fulfil their financial goals and dreams through our wide-ranging products and services.

Responsibilities:

  • Develop new client relationships and maintain relationships with existing clients.
  • Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.
  • Compare among our range of products to back our recommendations with the best financial solutions.
  • Provide our best recommendations to client to facilitate them meeting their financial objectives and needs.

Benefits:

  • Permanent role with basic salary and performance-based incentives such as commission, allowance, and overseas trips;
  • Continuous professional development through a comprehensive training and development program.
  • Candidates with outstanding performance may be assigned supervisory role.
  • Opportunities to learn and advise on a wide range of financial instruments from various providers.

Requirements:

  • Excellent people management skills with strong interpersonal and communication ability to deal with people of all levels in complex and challenging situations.
  • Self motivator and thrive in a dynamic and collaborative environment.
  • Degree or Diploma Holder with 5 years of relevant sales experience.
  • M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI Certification.

Tell employers what skills you have

Relationship Management Skills
Relationship Management
investment advisory service
Wealth
Customer Relationship Management
Direct Sales
Compliance
Estate Planning
Financial Advisory
Insurance

  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time $3,000 - $5,000

    We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their...

  • Wealth Strategist

    2 weeks ago


    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Unlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...


  • Singapore This is an IT support group Full time

    We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to...


  • Singapore THE SUPREME HR ADVISORY PTE. LTD. Full time

    Unleash Your Potential in Wealth ManagementWe are seeking a skilled Financial Advisory Specialist to join our dynamic team at THE SUPREME HR ADVISORY PTE. LTD. This is an excellent opportunity for individuals looking to excel in the financial advisory field and help clients achieve their financial objectives.About the RoleThe successful candidate will be...


  • Singapore StashAway Full time

    Stash Away is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all Stash Away Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...


  • Singapore FINEXIS ADVISORY PTE. LTD. Full time

    Explore a fulfilling career with FINEXIS ADVISORY PTE. LTD.About the RoleWe are seeking an exceptional Senior Private Wealth Development Specialist to join our team. In this role, you will be responsible for identifying and developing new business opportunities within the private wealth management sector.To succeed in this position, you should have a strong...


  • Singapore FINEXIS ADVISORY PTE. LTD. Full time

    Job OverviewWe are seeking a highly skilled Senior Wealth Management Business Development Specialist to join our team at FINEXIS ADVISORY PTE. LTD.


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Opportunity for Financial GrowthWe are seeking a Wealth Management Associate to join our dynamic team at CO Wealth Advisory Group Pte. Ltd. as we expand our presence in the market.About the RoleThis is an exciting opportunity for early career individuals or fresh graduates to embark on a rewarding career in financial services, providing wealth protection,...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Transform Your Career with CO Wealth Advisory GroupAre you ready to amplify your income and enjoy a rewarding lifestyle? As a Premier Wealth Manager at CO Wealth Advisory Group, you'll have the opportunity to grow your earnings exponentially while making a positive impact on people's lives.Estimated Salary: SGD 80,000 - SGD 120,000 per annumOur team of...


  • Singapore StashAway Full time

    StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Are you looking to boost your income and achieve financial freedom? As a Premier Wealth Adviser at CO Wealth Advisory Group Pte. Ltd., you will have the opportunity to earn a competitive salary of $80,000 - $120,000 per annum.This role is ideal for individuals who are driven, results-oriented, and have excellent communication skills. You will work closely...


  • Singapore WEALTH ASIA LLP Full time

    Wealth Asia LLP seeks a driven and ambitious Sales and Business Development Intern to support our growth strategy. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise.As a Key Player in Wealth Management Expansion, you will be responsible for participating in sales and marketing activities, receiving...


  • Singapore CLSA Full time

    Job Description:We are seeking a skilled Executive Portfolio Manager to join our Wealth Advisory Services team at CLSA. This role will be based in Singapore and will report directly to the Head of Wealth Management.Key Responsibilities:Maintain strong relationships with high net worth clients, providing expert advice on investment strategies and portfolio...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    As a Premier Wealth Adviser at CO Wealth Advisory, you have the unique opportunity to significantly enhance your financial standing and enjoy a fulfilling career.We are a top-performing agency of 20 years with AIA Financial Advisers Private Limited (AIA FA), and our proven systems and platforms empower you to double or triple your current income in your...


  • Singapore BNP Paribas Wealth Management Full time

    Job DescriptionWe are seeking a highly experienced Wealth Management Specialist to join our team at BNP Paribas Wealth Management. This is an exciting opportunity to leverage your skills and expertise in private equity and real estate to drive business growth and success.About the RoleIn this role, you will be responsible for sourcing and marketing...


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    Job OverviewWe are seeking an experienced Strategic Wealth Growth Specialist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. The successful candidate will have a proven track record in driving business growth through proactive acquisition and retention of high net worth clients.Estimated Salary: SGD 120,000 - 180,000 per annum depending on...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Company Overview:CO Wealth Advisory Group PTE. LTD. is an esteemed financial services provider that has been in operation for over 20 years. As a trusted partner of AIA FA Singapore, we offer a comprehensive suite of financial solutions tailored to the needs of our high-net-worth, mass affluent, and corporate clients.Salary: Earn a monthly allowance or...