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Investment Advisor

Wealth Asia Llp

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0-1 Years
3,000 - 6,000 monthly SGD
15 days ago
10 Viewed
0 Applied

Job Description

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:

  • Analyze client's financial circumstances, provide advice and solutions based on their needs and objectives.
  • Collaborate with partners to provide comprehensive client services eg. wealth and investments 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.

What you need to have:

  • 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

If you believe in yourself, we would love to meet you!

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Last Updated: 29-05-2024 01:42:16 PM
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