Investment Sales Advisor
About this job
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
Market insight
18% above medianExplore related jobs
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Frequently asked questions
What salary can I expect?
The employer lists 4 000 – 8 000 $ for this role at WEALTH ASIA LLP in Singapore. For comparison, the local market median is about 5 102 $ based on 517 similar offers.
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