Investment Sales Advisor
WEALTH ASIA LLP
Date: 3 weeks ago
City: Singapore, Singapore
Salary:
SGD 4,000 - SGD 8,000 / mo
Contract type: Full time
Company Overview / Employee Value Proposition
Wealth Asia offers holistic wealth management with personalized guidance and powerful solutions to simplify and streamline your financial future as a trusted financial partner.
Job Summary
Provide expert investment sales advice to clients, helping them make informed financial decisions and achieve their wealth management goals.
Responsibilities
- Advise clients on investment products and strategies to meet their financial objectives
- Build and maintain strong client relationships through personalized service and follow-up
- Analyze client financial situations to recommend suitable investment solutions
- Collaborate with internal teams to deliver seamless client experiences and resolve inquiries
- Stay updated on market trends and product knowledge to provide accurate advice
- Achieve sales targets by identifying and pursuing new business opportunities
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