Wealth Advisor (Full-time / Part-time / Freelance)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D


We are looking for a driven and client-oriented Wealth Advisor to deliver financial planning and advisory solutions to both individuals and businesses. The ideal candidate will support clients in reaching their financial objectives through customised strategies, effective relationship building, and trusted financial advice.
Build a rewarding career while making a positive difference in helping others achieve financial confidence and security.

Key Responsibilities:

• Establish and nurture strong, long-term relationships with clients.
• Identify clients’ financial objectives and recommend appropriate solutions to meet their needs.
• Perform financial assessments, reviews, and needs analysis to understand clients’ requirements.
• Provide guidance on wealth planning, savings strategies, insurance coverage, and investment solutions.
• Create personalised financial plans based on clients’ goals and circumstances.
• Keep current with financial products, market developments, and regulatory updates.
• Deliver high-quality client service and provide continuous support throughout the client journey.
• Generate new business opportunities and grow client networks through referrals and business development efforts.

Requirements:

• Strong communication and interpersonal skills
• Self-motivated, driven, and goal-oriented
• Ability to work independently and manage time effectively
• Good problem-solving and analytical skills
• Sales or customer service experience is an advantage
• Diploma or Degree in any field preferred

What We Offer:

• Flexible working environment
• Training and mentorship provided
• Career growth opportunities
• Attractive commission and incentive structure
• Supportive team environment

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.