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Jobs in Singapore   »   Jobs in Singapore   »   Wealth Advisory Specialist
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Wealth Advisory Specialist

Infinitum Financial Advisory Pte. Ltd.

Infinitum Financial Advisory Pte. Ltd. company logo

We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their needs and work to ensure that our clients fulfil their financial goals and dreams through our wide-ranging products and services.

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.
  • Candidates with outstanding performance may be assigned supervisory role.
  • 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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