Wealth Manager

2 weeks ago

Singapore VALIANT WEALTH ADVISORY SINGAPORE PTE. LTD. Full time

Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations?

If so, then we want YOU

Valiant Wealth Advisory is a new start-up Financial Advisory and part of 8VI Holdings Ltd (listed in ASX). It is responsible for providing holistic wealth management solutions to its community through its patented technology and investment methodology. It aims to help all clients to achieve sustainable wealth by optimizing their finances.

As **Wealth Manager **your role is to:

- Maintain and manage internal leads/referrals coming from the community
- Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions
- Maintain superior relationships by responding timely and accurately with our community to ensure a consistent wealth advisory experience
- Strictly adhere to requirements of compliance and internal controls on financial advisory conduct
- Min A Levels/Diploma with at least 2-3 years of strong sales experience
- Sound analytical mind with good presentations skills, both written and verbal
- Excellent interpersonal communication skills and great attention to detail

Our benefits include:

- Base salary and Commission
- Personal career growth to be an integral part of the management cohort

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