Wealth Advisory Specialist

20 hours ago

Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

**Responsibilities**:

- Develop new client relationships and maintain relationships with existing clients.
- Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.
- Compare among our range of products to back our recommendations with the best financial solutions.
- Provide our best recommendations to client to facilitate them meeting their financial objectives and needs.

**Benefits**:

- Permanent role with basic salary and performance-based incentives such as commission, allowance, and overseas trips;
- Continuous professional development through a comprehensive training and development program.
- Opportunities to learn and advise on a wide range of financial instruments from various providers.

**Requirements**:

- Excellent people management skills with strong interpersonal and communication ability to deal with people of all levels in complex and challenging situations.
- Self motivator and thrive in a dynamic and collaborative environment.
- Degree or Diploma Holder with 5 years of relevant sales experience.
- M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI Certification.

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