Wealth Advisor

Our client, a well-established and trusted financial institution, is seeking for dynamic individuals to join their team as Wealth Managers to manage their clientele and tailoring to meet their financial needs.

Our client, a well-established and trusted financial institution, is seeking for dynamic individuals to join their team as Wealth Managers to manage their clientele and tailoring to meet their financial needs.

Responsibilities

Client Relationship Management

• Build and maintain strong relationships with individual and corporate clients.
• Conduct needs-based consultations to understand the clients' financial and business objectives.
• Provide professional recommendations and coordinate suitable solutions

Financial & Protection Solutions

• Advise clients on wealth accumulation strategies.
• Introduce estate planning and trust solutions to support legacy and succession planning.
• Assist clients in understanding available financial products and services.

Business & Corporate Solutions

• Support SMEs and business owners by connecting them with banking and financial consultancy services.
• Identify opportunities for accounting, corporate secretarial, and tax-related services.
• Facilitate introductions to professional partners and consultants.

Real Estate Advisory

• Support clients with property-related needs, including sales, purchases, rentals, and investment opportunities.
• Collaborate with licensed real estate professionals to provide property solutions.

Business Development

• Generate leads through networking, referrals, social media, and business events.
• Develop strategic partnerships to expand the company's client base.

Requirements

• A diploma or degree in any discipline.
• Strong interest in financial planning, wealth management, and sales-driven roles.
• Excellent interpersonal and communication skills to engage effectively with clients from diverse backgrounds.
• Possess the mandatory CMFAS financial certifications to carry out advisory work.

What’s next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan