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Wealth Investment Advisor - WEALTH ASIA LLP
WEALTH ASIA LLPIslandwide, SG2 days ago
Job descriptionAnalyze 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 existing clients and key accounts Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends. Prepare and conduct sales presentations and proposals to prospective clients. Successfully negotiate contracts and agreements with clients. Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications Singaporean or PR Business acumen & strong negotiation skills People management skills with excellent initiatives Team player, proactive and collaborative Self-motivated personality and positive attitude Strong communication and interpersonal skills Mature and willingness to learn No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all
Roles & Responsibilities
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 :
What you need to have :
If you believe in yourself, we would love to meet you!
Tell employers what skills you have
Negotiation
Market Research
Management Skills
Investment Advisory
Wills
Structured Products
Customerfacing
Interpersonal Skills
Business Acumen
Wealth
Financial Markets
Retail Banking
Estate Planning
Team Player
People Management
Customer Service Experience
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Investment Advisor • Islandwide, SG
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