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Wealth Investment Advisor

Company

WEALTH ASIA LLP

Location

singapore, Singapore

Type

Full-time

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 existi...

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