Financial Wealth Advisor - Leading Financial Services Firms

Singapore Permanent
  • Attractive remuneration & benefits package
  • Outstanding career growth & development opportunities

About Our Client

My clients are reputable financial services establishments looking for financial advisers to join their expanding teams.

Job Description

Assess client's financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance etc.

Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

Build long-term relationship with clients.

Obtain client's commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

Monitor client's financial situation by tracking changes in wealth and life circumstances; analysing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Provide financial management information by preparing financial status analyses and reports.

Update job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organisations.

The Successful Applicant

Candidates who are keen to explore wealth advisory are highly welcomed to apply

Financial consultants/wealth managers, possessing the relevant CMFAS papers

Excellent attitude at work, ability to thrive at work both collaboratively and independently and willing to learn

Sales driven and results oriented

Passion to build a career in the financial industry

What's on Offer

A structured training program and career path with opportunities to lead, manage and grow your own team

Wide range of products/solutions to cater to clients

Strong mentorship and coaching will bring out potentials and accelerate your development

Attractive remuneration package

Performance based incentive

Close-knit team with a strong support culture. Family oriented and positive working environment

Jeremy Tang
Quote job ref
Phone number
+65 6643 9718

Job summary

Banking & Financial Services
What is your area of specialisation?
Financial Services
Contract Type
Consultant name
Jeremy Tang
Consultant contact
+65 6643 9718
Job Reference