Wealth Management Advisor

Company Description

Meridian Global Advisory Pte Ltd is a financial advisory firm in Singapore, dedicated to delivering comprehensive financial solutions. With a focus on putting people first, the organization is committed to designing holistic financial plans that ensure the sustainable and successful futures of its clients. Guided by its vision to be a leader in the financial advisory industry, the firm emphasizes trust, transparency, and long-term client relationships. Meridian Global Advisory offers personalized strategies tailored to address financial, investment, and insurance needs effectively.

Role Description

This is a full-time, on-site role as a Wealth Management Advisor, based in Singapore. The role will be responsible for providing financial planning services, managing investment portfolios, advising clients on investments, and evaluating insurance options. Day-to-day tasks include assessing clients financial health, crafting tailored strategies, and monitoring financial goals to ensure alignment with client objectives. Building strong client relationships and staying updated on market trends will be core aspects of this role.

Qualifications

• Knowledge of managing Insurance solutions as part of a comprehensive financial plan
• Excellent interpersonal, communication, and client relationship management skills
• Analytical thinking and a results-oriented mindset
• Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts.
• Client-centric skills including excellent interpersonal, verbal and written communication skills.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI required.