Company Overview:
Join a leading Independent Financial Advisory (IFA) firm in Singapore, where we empower our clients to achieve their financial goals through tailored investment solutions. As a Junior Wealth Consultant (Investment), you will be part of a dynamic team that delivers expert advice on wealth management, investment planning, and financial strategies. You will assign to our working partner in an immigration consultancy firm to service a huge guaranteed pool of high net worth (HNW) clients based on a genius guaranteed lead.
We are seeking motivated and results-driven individuals to join our team as Wealth Consultants (Investment). In this role, you will:
1. Deliver Expert Investment Strategies:
- Provide personalized investment solutions, including unit trusts, bonds, equities, and structured products.
- Conduct in-depth financial needs analysis to understand clients' goals and risk profiles.
2. Build and Manage Client Relationships:
- Establish and nurture strong client relationships, ensuring open communication and trust.
- Manage clients' financial portfolios, employing a comprehensive approach to optimize performance.
3. Present Investment Proposals:
- Exhibit a high level of professionalism when presenting investment proposals to both retail and high-net-worth clients.
- Conduct regular reviews to assess the progress of clients' investments and make adjustments as needed.
4. Drive Sales and Business Growth:
- Identify new business opportunities and generate leads through networking and referrals.
- Achieve sales targets and contribute to the growth of the team.
5. Stay Updated on Market Trends:
- Keep abreast of global financial markets, economic trends, and regulatory changes.
- Provide clients with timely and relevant investment insights.
Agent Note This position is posted on behalf of a client by a third party agent.
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- Company:
Career Craft Pte Ltd - Designation:
Junior Wealth Management Associate (Investment) - Profession:
Banking / Finance - Industry:
Finance - Location:
Downtown Core