全职 Wealth planner 工作, 薪水, Alpha Wealth Financial Advisers 公司招聘中 - Ricebowl

Company Description

Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We prioritize understanding our clients' goals, values, and aspirations to offer tailored financial solutions. Our vision is to empower clients through financial literacy, equipping them with knowledge and tools to make informed financial decisions. We offer a comprehensive consultancy service covering investments, insurance, retirement planning, and legacy planning, collaborating with a network of over 17 life insurers, 24 general insurers, and 4 CIS platforms.

Role Description

This is a full-time hybrid role for a Wealth Planner located in Singapore, with flexible working hours. The Wealth Planner will be responsible for providing financial planning and investment management services, developing and implementing financial strategies, and advising clients on finance and insurance matters. Daily tasks include analyzing clients' financial situations, creating personalized financial plans, recommending investment opportunities, and ensuring clients' financial goals are met.

Qualifications

• Singapore issued Diploma or equivalent
• Ability to work independently and in a team environment
• Relevant certifications or degrees in Finance, Economics, or related fields are a plus