全职 Wealth Advisor 工作, 薪水, Robert Walters 公司招聘中 - Ricebowl

Our client, a well-established financial institution, is seeking for motivated and client focused individuals to join their wealth management team, supporting clients in identifying their financial goals and providing appropriate solutions across a broad suite of investment products.

Our client, a well-established financial institution, is seeking for motivated and client focused individuals to join their wealth management team, supporting clients in identifying their financial goals and providing appropriate solutions across a broad suite of investment products.

Responsibilities

Client Relationship Management

• Build and maintain strong relationships with individual and corporate clients.
• Conduct needs-based consultations to understand the clients' financial and business objectives.
• Provide professional recommendations and coordinate suitable solutions
  
  

Financial & Protection Solutions

• Advise clients on wealth accumulation strategies.
• Introduce estate planning and trust solutions to support legacy and succession planning.
• Assist clients in understanding available financial products and services.
  
  

Business & Corporate Solutions

• Support SMEs and business owners by connecting them with banking and financial consultancy services.
• Identify opportunities for accounting, corporate secretarial, and tax-related services.
• Facilitate introductions to professional partners and consultants.
  
  

Real Estate Advisory

• Support clients with property-related needs, including sales, purchases, rentals, and investment opportunities.
• Collaborate with licensed real estate professionals to provide property solutions.
  
  

Business Development

• Generate leads through networking, referrals, social media, and business events.
• Develop strategic partnerships to expand the company's client base.
  
  

Requirements

• A diploma or degree in any discipline.
• Strong interest in financial planning, wealth management, and sales-driven roles.
• Excellent interpersonal and communication skills to engage effectively with clients from diverse backgrounds.
• Possess the mandatory CMFAS financial certifications to carry out advisory work.
  
  

What’s Next

Do note that we will only be in touch if your application is shortlisted.

Robert Walters (Singapore) Pte Ltd

ROC No.: 199706961E | EA Licence No.: 03C5451

EA Registration No.: R1988743 Raymond Gan