Wealth Advisor

Our client, a well-established financial institution, is seeking for motivated and client focused individuals to join their wealth management team, supporting clients in identifying their financial goals and providing appropriate solutions across a broad suite of investment products.

Our client, a well-established financial institution, is seeking for motivated and client focused individuals to join their wealth management team, supporting clients in identifying their financial goals and providing appropriate solutions across a broad suite of investment products.

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