Wealth Investment Advisor

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!