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Wealth Advisor

2 weeks ago

Queenstown, Singapore United Partners Full time

**Responsibilities**:
**Client Relationships**:

- Develop and maintain strong relationships with clients, understanding their financial goals and needs.
- Provide personalized financial advice and guidance.
- Educate clients on various financial products and strategies

**Financial Planning**:

- Create comprehensive financial plans for clients, including retirement planning, investment strategies, and risk management.
- Analyze client financial situations and identify opportunities for growth.

**Investment Management**:

- Manage client investments, including portfolio selection, rebalancing, and monitoring.
- Stay up-to-date on market trends and investment opportunities.

**Compliance**:

- Ensure compliance with all relevant regulations and industry standards.
- Maintain accurate client records and documentation.

**Qualifications**:

- Diploma in any field or equivalent
- Experience in sales or client relations is a plus
- Excellent communication and interpersonal skills.
- Ability to build and maintain strong client relationships.
- Problem-solving and analytical skills.

**Why join us?**
- Competitive basic salary + lucrative commission structure
- Flexible schedule - work-life balance
- Professional development
- Comprehensive benefits package
- Opportunities for professional development
- Supportive and collaborative work environment

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

Pay: $2,000.00 - $6,000.00 per month

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus

Work Location: Hybrid

Pay: $2,000.00 - $6,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Work Location: Hybrid remote in Singapore 119960