Wealth Advisor

4 days ago

Queenstown, Singapore United Partners Full time $20,000 - $60,000 per year

Calling out to the go-getters Join our ambitious team to forge impactful connections and deliver an unparalleled quality of client services. We are looking for the ideal candidate fit - an enthusiastic professional with a proven track for cultivating relationships and outperforming targets

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

Take a chance on us Send in your resume and embark on this life-changing career. Shortlisted candidates will be contacted for an interview.

Job Types: Full-time, Internship

Pay: $2, $6,000.00 per month

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Signing bonus
  • Yearly bonus

Work Location: Hybrid

Job Type: Full-time

Pay: $2, $6,000.00 per month

Benefits:

  • Flexible schedule
  • Professional development

Work Location: Hybrid remote in Singapore 119960

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