
Corporate Client Acquisition
1 week ago
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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