Wealth Management Advisor

8 hours ago

Singapore Atlas Advisors Group Full time

Atlas Advisors Group offers strategic advice on financial services with over 40 insurer partnerships. Our extensive network allows us to provide tailored solutions to meet the unique needs of our clients. We pride ourselves on our commitment to helping clients achieve their financial goals through comprehensive advice and personalized service. Role Description This is a full-time hybrid role for a Wealth Management Advisor (Broker) located in Singapore, with some work from home acceptable. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Day-to-day tasks include meeting with clients, assessing their financial situation, developing customized financial plans, and managing their wealth management services. The advisor will also be responsible for maintaining relationships with clients and staying up-to-date on financial market trends and products. Qualifications Financial Planning and Retirement Planning skills Experience with Investments and Finance Knowledge of Wealth Management Services Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work both independently and collaboratively Bachelor’s degree in Finance, Economics, or related field Relevant certifications (e.g., CFP, CFA) are an advantage Proven track record of successful client relationship management Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr

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