Investment Advisor

Found in: Talent SG 2A C2 - 2 weeks ago


Singapore WEALTH ASIA LLP Full time
Roles & Responsibilities

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 financial circumstances, provide advice and solutions based on their needs and objectives.
  • Collaborate with partners to provide comprehensive client services eg. wealth and investments planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
  • 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


Tell employers what skills you have

Negotiation
Market Research
Wealth Management
Management Skills
Investment Strategies
Financial Planning
Interpersonal Skills
Business Acumen
Sales Management
Investments
Wealth
Estate Planning
Financial Advisory
Business Development
Financial Services
People Management
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