Wealth Advisor

2 days ago

Singapore ConnectOne Full time

**REFERRAL REWARD**: SGD$500

Our client is one of the fastest-growing digital wealth platforms in Singapore. They are seeking a Wealth Advisor to cover the unique investment needs of retail & high net worth (HNW) individuals, families, and institutions.

RESPONSIBILITIES

Build strategies and CRM processes to identify, target, and acquire retail and HNW clients

Dedicated relationship management focused on providing bespoke investment solutions tailormade for clients’ unique objectives and preferences

In-depth goal-based financial planning and asset allocation advice using a combination of our client's proprietary investment strategies and customized solutions

Develop financial reports, generate investment proposals, and help clients implement their plans and carry out transactions

Drive enhanced client experience by working closely with the executive team and collaborating with product/marketing teams

Engage in business development activities, including client presentations, demonstrations, proposal writing and meetings

Maintain updated knowledge of regulations, practices, and financial products

**REQUIREMENTS**:
Diploma/Degree in Banking and Finance, Marketing, or Business preferred

Capital Markets and Financial Advisory Services (CMFAS) Examination - M5, M6, M8

Any other financial planning courses will be considered an advantage

3+ years of experience in business development/sales roles covering retail clients preferred

Preferred Skills

Results-driven and adept in investment sales, management, marketing, and strategic planning

Proven sales track record, persistent and good time management skills

Ability to develop deep client relationships with holistic advisory leading to growing wallet share

Team leader with strong communication and presentation skills to consistently influence and win business

Deeply passionate about financial markets with an effective combination of analytical and interpersonal skills

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