- 75 BRAS BASAH ROAD Central Region (Singapore) Singapore
工作地点
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岗位职责
Build a rewarding career in financial advisory with thesupport of a leading financial services company.
We're looking for driven and customer-focused individualswho are passionate about helping clients achieve their financial goals. With a monthlybasic salary, attractive incentives, employee benefits, structured training,and clear career progression, you'll be fully equipped to succeed as atrusted Wealth Advisor.
As part of our multi-channel distribution team, you'llprovide clients with holistic financial and protection solutions while buildinglong-term relationships based on trust and professionalism.
What You'll Do
· Conduct financial needs analysis and recommendsuitable protection, wealth accumulation, retirement, and investment solutions
· Assess clients' financial situations and developpersonalized financial strategies
· Provide professional advice on insurance andfinancial planning for individuals and businesses
· Perform regular client reviews to ensurefinancial plans remain relevant to evolving life goals and circumstances
· Prepare and explain financial summaries, incomeprojections, and investment performance reports
· Build and maintain strong relationships with newand existing clients
· Deliver exceptional customer experiences whileupholding the highest standards of integrity and professionalism
What We're Looking For
Bachelor's Degree in any discipline
CMFAS certifications: M5/RES5,M9, M9A, HI, BCP and PGI
Strong communication and interpersonal skills
Results-driven and motivated by performance-based rewards
Passion for helping individuals and families improve their financial well-being
Self-motivated, resilient, and client-focused
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