Wealth Management Advisor

Company Description

Meridian Global Advisory Pte Ltd is a leading financial advisory firm in Singapore, driven by a strong commitment to putting people first. The company specializes in crafting comprehensive financial strategies tailored to secure sustainable and successful futures for its clients. Known for its dedication to excellence, Meridian Global Advisory provides a client-centered approach to wealth management. With a focus on holistic financial planning, the firm aims to empower individuals and businesses in achieving their long-term financial goals.

Role Description

This is a full-time, on-site role based in Singapore for a Wealth Management Advisor. The role involves working closely with clients to create and implement tailored financial plans, providing expert advice on investments, retirement planning, and a variety of wealth management services. The Advisor will build and manage client portfolios, conduct market research, and ensure that strategies align with clients financial goals. Strong interpersonal skills are essential to nurture long-term client relationships and deliver exceptional service.

Qualifications

• Strong expertise in Financial Planning and Retirement Planning
• Proficiency in Investments and Wealth Management Services
• A solid understanding of Finance principles and trends
• Excellent interpersonal and communication skills to foster client relationships
• Proven ability to analyze financial data and market trends
• Min. Diploma or bachelor's degree in finance, Economics, Business Administration, or a related field
• Relevant certifications - RES5, M9, M9A, HI certified is a bonus and/or qualifications in Insurance, Finance, or related fields are desirable
• Ability to adapt to a fast-paced environment and meet client needs effectively