High Net Worth Portfolio Manager
6 days ago
Wealth Asia LLP seeks a dynamic Wealth Investment Advisor to join our team. This role involves analyzing clients' wealth and financial circumstances, providing advice and solutions based on their needs and objectives.
About the Role
This is an exciting opportunity for individuals who thrive in a dynamic environment and are passionate about helping clients achieve their financial goals. As a Wealth Investment Advisor, you will work closely with partners to provide comprehensive client services, including wealth and investment planning, insurance, mortgage, and estate planning.
Responsibilities
- Analyze clients' wealth and financial circumstances to provide personalized advice and solutions
- Collaborate with partners to deliver exceptional client experiences
- Develop and execute strategic sales plans to drive business growth and expand our customer base
- Build and maintain strong relationships with clients and key accounts
- Stay up-to-date on industry trends and market research to identify new business opportunities
- Prepare and conduct sales presentations and proposals to prospective clients
Requirements
To be successful in this role, you will need:
- A diploma from a reputable institution or equivalent qualifications
- Singaporean citizenship or PR status
- Strong negotiation and communication skills
- Business acumen and ability to build lasting relationships with clients
- Ability to work independently and as part of a team
What We Offer
- Competitive salary range: SGD $60,000 - $80,000 per annum
- Comprehensive training program to develop your skills and knowledge
- Opportunities for career growth and professional development
- Collaborative and dynamic work environment
- Central office location with easy access to public transportation
Tell Employers What Skills You Have
Negotiation
Market Research
Management Skills
Investment Advisory
Wills
Structured Products
Customer-facing
Interpersonal Skills
Business Acumen
Wealth
Financial Markets
Retail Banking
Estate Planning
Team Player
People Management
Customer Service Experience
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