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Wealth Advisory Specialist

2 months ago

Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time
Role Summary

We are seeking a highly skilled Wealth Advisory Specialist to join our team at INFINITUM FINANCIAL ADVISORY PTE. LTD. This is a permanent role with a competitive salary, attractive sales incentives, and comprehensive benefits package.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Design and implement tailored financial plans to help clients achieve their objectives.
  • Provide expert advice on a wide range of financial products and services to ensure clients receive the best possible solutions.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.
Requirements
  • Excellent communication and interpersonal skills with the ability to work with clients of all levels.
  • Self-motivated and able to thrive in a dynamic and fast-paced environment.
  • Degree or Diploma in a relevant field with at least 5 years of sales experience.
  • Strong knowledge of financial instruments and regulatory requirements.
What We Offer
  • Competitive salary and performance-based incentives.
  • Comprehensive training and development program to enhance skills and knowledge.
  • Opportunities for career growth and advancement.
  • A dynamic and supportive work environment.