Wealth Management Sales Advisor

2 days ago

Downtown Core, Singapore Cass Naomi Poh Organisation Full time

**About Us**:
CNPO is a forward-looking financial services firm committed to empowering individuals and families to build and protect their wealth. We believe in building strong, long-term relationships and delivering solutions tailored to our clients’ evolving financial goals.

**Role Overview**:
We are looking for motivated mid-career professionals to join us as **Wealth Management Sales Advisors**. Whether you're from finance or exploring a career transition, this role offers a unique opportunity to leverage your interpersonal and analytical skills in a rewarding, client-centric profession. You’ll be trained and supported as you grow your expertise in guiding clients through their wealth-building journeys.

**Key Responsibilities**:

- **Client Relationship Management**

Cultivate and maintain meaningful relationships with clients, gaining a deep understanding of their financial goals and life priorities to offer tailored investment and wealth management solutions.
- **Investment Advisory & Portfolio Planning**

Guide clients in constructing and reviewing investment portfolios, providing clear, strategic advice that aligns with their risk profile and long-term objectives.
- **Market Awareness & Insight Sharing**

Stay informed about market trends, investment opportunities, and global developments to provide clients with timely and relevant updates that support informed financial decisions.
- **Business Development & Growth**

Proactively engage new prospects and expand your client network through referrals, events, and community outreach, focusing on relationship building and value creation.
- **Compliance & Client Reporting**

Ensure all advisory practices adhere to industry regulations and internal standards, while delivering clear and professional reports on portfolio performance and recommendations.

**Who Should Apply**:

- Mid-career professionals with 5-15 years of work experience (finance experience not required)
- Strong interpersonal, communication, and relationship-building skills
- Analytical mindset with a willingness to learn about financial products and markets
- Motivated to make a meaningful impact on others’ financial well-being
- Relevant certifications (e.g., CMFAS, CFP, CFA) are beneficial but not mandatory—training support will be provided
- Bachelor's Degree or Local Diploma

**What We Offer**:

- Structured onboarding and ongoing professional training
- Competitive base salary and performance-based incentives
- A supportive and collaborative team culture
- Opportunities for career progression within wealth and financial advisory

**Job Types**: Full-time, Permanent

Pay: $5,000.00 - $12,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Work Location: In person

Application Deadline: 30/06/2025

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