Wealth Management Advisor
2 weeks ago
Join to apply for the Wealth Management Advisor role at StashAway . About Job We are looking for an experienced Wealth Advisor to guide our high‐value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start‐up team to further build StashAway Reserve SG. You will report directly to the Head of Reserve to strategise and execute AUM‐impacting initiatives. Within this role, you will work on both short‐term and long‐term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets, and deliver on weekly input KPIs. The role will give you exposure to the inner workings of a Fintech that leads the industry on both the investment and the tech side. Responsibilities Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base. Proactively assist clients in understanding their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations. Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients. Provide clients with understanding of the markets and StashAway products to deepen loyalty with the brand. Deliver seminars on a variety of financial and market topics to nurture current and prospective client base. Maintain up‐to‐date knowledge of financial products for HNW, markets, and be able to communicate this to clients in both written and verbal formats. Requirements Minimum 4 years of client‐facing experience in sales development with affluent/HNW clients within banking or asset/wealth management. Customer‐centric, results‐oriented, and strong time‐management skills. Stellar sales track record of exceeding AUM or revenue targets, with a willingness to be hands‐on and build long‐term client relationships. Authentic in approach to client relationships based on strong knowledge of products and markets. Excellent verbal and written interpersonal skills; ability to deliver professional and persuasive presentations. A problem‐solving mindset. Big plus if fluent in written and spoken Mandarin Chinese. Benefits Compensation package: Competitive total compensation, including employee stock options for full‐time employees. Insurance coverage: Free out‐patient GP clinic visits, group hospitalisation, surgical insurance, and COVID‐hospitalisation insurance (subject to conditions). Management fee discount: Employee discount on asset‐management fees when you invest with StashAway. Unlimited paid annual leave. Personal work equipment budget. Learning and development budget. Annual budget to support professional and personal growth. Team bonding initiatives: Quarterly bonding budget and activities; annual off‐site in Q4. Seniority level Mid‐Senior level Employment type Full‐time Job function Finance and Business Development Industries Financial Services and Banking #J-18808-Ljbffr
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