Wealth Investment Advisor (Full Time/Flexi Hours) - #1093047
Wealth Asia LLP
Date: 1 week ago
District: Newton
Salary:
$4,000
-
$8,000
/ month
Contract type: Full time
Work schedule: Flexible
Job Description & Requirements
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 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.
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!
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 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.
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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