Strategic Wealth Advisor

7 days ago


Singapore IPA ADVISORY PTE. LTD. Full time
Job Description

The Strategic Wealth Advisor is responsible for developing and implementing personalized wealth management strategies to help clients achieve their financial objectives. He/She possesses excellent customer relationship skills and a deep understanding of client profiles, enabling him/her to recommend tailored solutions.

This role may require occasional weekend work and after-hours travel to meet with clients. The ideal candidate will have a friendly and outgoing nature, able to build rapport with clients and establish trust.



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