全职 Financial Advisor 工作, 薪水, Finexis Advisory Pte Ltd 公司招聘中 - Ricebowl

Company Description

Milestone Wealth Management

Role Description

This is a full-time hybrid role for a Financial Advisor based in Singapore, with flexibility for remote work. The Financial Advisor will be responsible for providing personalized financial advice to clients, including financial planning, retirement planning, investment strategies, and wealth management. Daily tasks include assessing client goals, recommending tailored financial solutions, and staying updated on market trends and product offerings to ensure high-quality advice. The role also involves building and maintaining long-term client relationships to support financial growth and security.

Qualifications

• Singaporeans / PR with minimum local polytechnic diploma
• Responsible & Kind