x
Get our mobile app
Fast & easy access to Jobstore
Use App
Congratulations!
You just received a job recommendation!
check it out now
Browse Jobs
Companies
Campus Hiring
Download App
Jobs in Singapore   »   Jobs in Singapore   »   Finance / Banking / Insurance Job   »   Wealth Investment Advisor
 banner picture 1  banner picture 2  banner picture 3

Wealth Investment Advisor

Wealth Asia Llp

Wealth Asia Llp company logo

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us:

  • Attractive Renumeration + Incentives Package
  • Flexible Working Arrangements
  • No working experience required
  • Comprehensive on-job training is provided
  • Central office location (2mins from MRT station)

Responsibilities:

  • Analyze client’s wealth and financial circumstances, provide advice and solutions based on their needs and objectives.
  • Collaborate with partners to provide comprehensive client services eg. wealth and investment planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
  • Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
  • Follow up with clients constantly to re-evaluate their current condition and future objectives.
  • Maintaining relationships with existing clients and key accounts
  • Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
  • Prepare and conduct sales presentations and proposals to prospective clients.
  • Successfully negotiate contracts and agreements with clients.

What you need to have:

  • Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
  • Singaporean or PR
  • Business acumen & strong negotiation skills
  • People management skills with excellent initiatives
  • Team player, proactive and collaborative
  • Self-motivated personality and positive attitude
  • Strong communication and interpersonal skills
  • Mature and willingness to learn
  • No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all

If you believe in yourself, we would love to meet you!

Sharing is Caring

Know others who would be interested in this job?