Senior Wealth Advisor, Wealth Management/ S20,000

1 week ago

Singapore PERSOLKELLY Singapore Pte Ltd Full time
Senior Wealth Advisor, Wealth Management/ S$20,000 - S$26,000 (ID: ) PERSOL Singapore Apply now Posted 3 days ago In-Office Job Permanent S$240k - S$300k Senior Wealth Advisor, Wealth Management/ S$20,000 - S$26,000 (ID: ) PERSOL Singapore Apply now

Senior Consultant (Banking & Financial Services)

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients.

  • Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
  • Provide investment advisory and asset allocation services.
  • Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
  • Assist clients on wealth planning and preservation through various tools and services.
  • Work in a highly dedicated and professional team environment.

Knowledge

  • Sufficient knowledge onSingapore and other international capital markets, all major investment instruments and the firm's products and services.
  • Understand the client's investment needs and orientation.

Skills and Abilities

  • Passionate for front line sales roles and interested in financial markets.
  • Effective communicator and strong in language skills

Qualifications

  • Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
  • Bachelor degree in relevant majors, preferably an MBA degree holder.

Interested candidates who wish to apply for the advertised position,pleaseclick on "Apply ". We regret that only shortlisted candidates will be notified.

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