Experienced Financial Wealth Advisor Wanted

3 days ago

Singapore beBeeWealth Full time

Financial Wealth Advisor

We are seeking an experienced and skilled Financial Wealth Advisor to join our team. As a Financial Wealth Advisor, you will be responsible for providing expert financial advice to clients, helping them achieve their long-term financial goals.

About the Role

  • You will analyze clients' financial status, develop value proposition plans, and discuss financial objectives with clients.
  • You will build client relationships by developing strategies focused on achieving clients' financial goals through financial and wealth management solutions.
  • You will establish relationships to ensure clients retain your services for wealth management over the long term.
  • You will prepare and submit recommendation documents to implement selected plans.
  • You will advise clients on appropriate investment products and financial services/products.
  • You will refer clients to other financial establishments/organisations when necessary.
  • You will have regular contact with clients to revise financial plans based on changing needs or market conditions.
  • You will arrange suitable insurance for clients, recommending coverage based on needs analysis.

Required Skills and Qualifications

  • You must have at least 3 years of experience in providing face-to-face financial advice.
  • You should have investment experience or good knowledge of investments.
  • You must have a good understanding of the financial planning/wealth management advisory process.
  • UK/European/Australian financial services markets knowledge is an advantage.
  • You should have relevant UK financial service qualifications.
  • You should have an existing client base with a proven track record of turning prospects into investment clients.

Other Duties

  • You will adhere to company policies and procedures.
  • You will deliver a client-centric advisory process covering holistic client needs (investment and protection).

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