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Wealth Management Consultant
2 weeks ago
Started in 2016, we have worked with numerous organizations, and we confidently work hand in hand with our clients to provide them with customized business and financial services.
Our team put great importance on our culture of leaving no one alone as we instill willingness to help each other.
We are looking for driven individuals who would like to join us as a Wealth Management Consultant. Our Wealth Management Consultants take a holistic approach to help clients manage their financial needs and goals.This is done by establishing clients' needs, determining clients' current financial situation, and tailoring solutions to suit their needs to create and leave a legacy for their next generation.
Main Duties & ResponsibilitiesEstablish Clients' financial objectives through Fact Find
Create strategies and enforce plans that will help meet the needs of Clients
Build a strong and long-term relationship with clients
Work quickly to address and resolve customer issues
Be familiar with the competition to stay ahead of them
Adherence to a tight compliance regime in order to provide sound financial advice to clients
Requirements:
GCE 'A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
Willing to network amongst business associates
Strategic thinker and ability to analyze and solve problems efficiently
Intuitive to clients' needs
Must be self-motivated, flexible, and looking to build a long-term career in the Financial Industry in Singapore
Not Specified
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