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Corporate Client Acquisition

4 weeks ago

Singapur, Singapore Aquila Ascension Advisory Organisation Full time

Shaping Advisors, Safeguarding What Matters | Specialist in Corporate & Parental Insurance | Financial Services Manager | Great Eastern | MDRT |

Role Description

This is a full-time hybrid role for a Wealth Management Advisor, based in Singapore with some work from home acceptable. The Wealth Management Advisor will provide financial planning, retirement planning, investments, and wealth management services to clients. Daily tasks include developing customized financial plans, advising on investment opportunities, managing client portfolios, and maintaining client relationships to ensure their financial goals are met.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Knowledge of Investments and Finance
  • Experience in Wealth Management Services
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively in a hybrid work environment
  • Bachelor’s degree in Finance, Economics, Business, or related field
  • Relevant certifications such as Certified Financial Planner (CFP) are a plus

Seniority level : Entry level

Employment type : Full-time

Job function : Financial Services

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