Financial Wealth Strategist

2 days ago


Singapore SJGROUP ADVISORS Full time
About Us

SJGROUP ADVISORS is a forward-thinking financial services company that empowers individuals to achieve their goals and secure their financial futures.


Salary Information

The estimated salary for this position is $4,500 - $6,000 per month, depending on experience and performance.


Job Description
  • We are seeking a highly motivated and customer-focused Financial Wealth Strategist to join our team. As a key member of our team, you will be responsible for providing holistic financial advice and solutions to clients, helping them to grow and protect their wealth.

Key Responsibilities
  1. Develop and implement comprehensive financial plans tailored to individual client needs
  2. Analyze clients' financial situations and provide expert advice on investment, risk management, and wealth accumulation strategies
  3. Build and maintain strong relationships with clients through exceptional customer service and communication
  4. Stay up-to-date with industry trends and developments, applying knowledge to improve client outcomes
  5. Collaborate with colleagues to leverage expertise and resources, driving business growth and success

Requirements
  • Degree holders or diploma holders in any discipline (preferably finance or related field)
  • Excellent communication and interpersonal skills, with ability to build rapport with diverse clients
  • Strong analytical and problem-solving skills, with ability to think critically and strategically
  • Proficiency in Microsoft Office and other relevant software applications
  • Ability to work independently and as part of a team, with flexibility to adapt to changing priorities

Benefits
  • Competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • Supportive team culture and collaborative environment
  • Chance to make a meaningful impact on clients' lives and contribute to business growth

About the Role

This is an exciting opportunity to join a dynamic and rapidly growing financial services company. If you are a motivated and ambitious individual with a passion for finance and customer service, we encourage you to apply. With a strong emphasis on career development and employee satisfaction, SJGROUP ADVISORS offers a rewarding and challenging work environment that will help you achieve your full potential.



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

    Job DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Role OverviewThe successful candidate will be responsible for growing the business through proactive acquisition and retention of high net worth clients, building deep relationships with clients, and providing...


  • Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Job DescriptionAs an Expert Wealth Strategist at IPP Financial Advisers PTE. LTD., you will be working with a specialist division focused on providing quality financial advice in Singapore since 1983.Key Responsibilities:To provide expert wealth management services to high net worth individuals and expatriates in Singapore.To develop and implement...


  • Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    About ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...

  • Wealth Strategist

    2 days 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 THE SUPREME HR ADVISORY PTE. LTD. Full time

    About The RoleWe are seeking a skilled Executive Wealth Strategist to join our team at The Supreme HR Advisory Pte. Ltd. in Henderson Road.This is an exceptional opportunity for individuals who want to excel in the financial advisory field and help clients achieve their financial objectives.


  • Singapore WARCHEST PTE. LTD. Full time

    Job OverviewWealth Advisory Career OpportunityWe are seeking a highly motivated and experienced Senior Wealth Strategist to join our team at Warchest PTE. LTD. As a Senior Wealth Strategist, you will work closely with clients to create personalized financial strategies, grow their wealth, and secure their future.About the RoleThe successful candidate will be...


  • Singapore SUPERHERO PRODUCTIONS Full time

    Are you ready to take charge of your financial future?Superhero Productions is seeking a skilled Financial Strategist to join our team and help clients achieve their wealth goals.Company OverviewWe are a dynamic company dedicated to empowering individuals to build their own passive income streams.As a Financial Strategist, you will work independently and...


  • Singapore MODERN WEALTH ACADEMY PTE. LTD. Full time

    At Modern Wealth Academy PTE. LTD., we are seeking a highly skilled Financial Content Strategist to join our dynamic team.About UsOur company provides comprehensive financial education and investment strategies to help individuals achieve financial independence.We offer expert-led training and have a global community of learners who benefit from our...


  • Singapore AFFLUENCE188 Full time

    Overview of RoleAs a Senior Wealth Strategist at Affluence188, you will play a vital role in providing expert financial advice to clients. With a comprehensive training and development program, you will have the opportunity to continuously develop your skills and knowledge in wealth management, risk management, and more.Compensation PackageThe scheme...


  • Singapore Click and Connect Online Limited Full time

    Job OverviewWe are representing a leading International Wealth Management firm looking for an experienced and qualified Senior Financial Strategist to join their team in Singapore.


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    As a seasoned wealth manager at Financial Alliance PTE. LTD., you will be part of a dynamic team that offers comprehensive solutions to meet clients' diverse needs.About UsWe are Singapore's largest and leading independent financial advisory firm, with a reputation for delivering unbiased and meaningful one-stop experiences in financial advisory services.Our...


  • Singapore OCBC Bank Full time

    About the RoleAs a Senior Wealth Strategist at OCBC Bank, you will play a crucial role in delivering exceptional wealth management services to our esteemed clients. Reporting directly to the regional wealth panel, you will be part of a leading team that sets industry standards.The ideal candidate will have a strong understanding of financial and...


  • Singapore SJGROUP ADVISORS Full time

    Company OverviewSJGROUP ADVISORS is a dynamic and innovative company that offers unparalleled opportunities for career growth and development. Our team of experts is dedicated to helping individuals achieve their financial goals and build wealth.Salary: $4,500 - $7,000 Basic + Unlimited Commission (estimated)Job DescriptionWe are seeking a highly motivated...


  • Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full time

    About the RoleWe are seeking an experienced Wealth Planning Strategist to join our team at STANDARD CHARTERED BANK (SINGAPORE) LIMITED. As a key member of our wealth planning and family advisory team, you will play a crucial role in driving profitable growth, deepening client relationships, and delivering exceptional service.


  • Singapore WEALTH ASIA LLP Full time

    Job OverviewWe are seeking a highly motivated and skilled Financial Services Professional to join our Wealth Management team. This role offers an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.


  • Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesJob Highlights· Build relationships with clients· Career AdvancementJob ResponsibilitiesAcquire and manage a pool of clients’ investment portfolios· Understand clients’ financial objectives and investment requirements· Provide information and comparisons for clients to make informed decisions· Building and maintaining...


  • Singapore WEALTH ASIA LLP Full time

    Job Title:Financial Services Professional (Wealth Management Expert)About the Role:In this dynamic role, you will participate in sales and marketing activities within the financial services sector. You will receive comprehensive training on wealth management techniques and strategies to excel in your career.You will be responsible for maintaining excellent...


  • Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    Company OverviewAlpha Wealth Financial Advisers Pte. Ltd., a reputable financial services company, is seeking a talented Financial Consultant/Senior Financial Consultant.Job Highlights· Build long-term relationships with clients to understand their financial objectives and investment requirements.· Provide personalized advice and comparisons to help...


  • Singapore WARCHEST PTE. LTD. Full time

    About Warchest PTE. LTD.We're a forward-thinking company dedicated to helping individuals and businesses achieve their financial goals.Estimated Salary: SGD 80,000 - 120,000 per annumAbout the RoleThis is an exciting opportunity to join our expanding Wealth Advisory Team as a Financial Solutions Advisor.As part of our dynamic team, you'll have the chance to...


  • Singapore Click and Connect Online Limited Full time

    We are representing a leading International Wealth Management firm seeking an experienced and qualified Professional Financial Strategist to join their team in Singapore. As a key member of the team, you will be responsible for providing expert financial guidance to our clients, helping them to achieve their long-term financial objectives and secure their...