- Provide wealth management solutions to clients and to help them grow their assets.
- Recommend an extensive range of financial products to meet client's financial needs.
- Passionate and proficient in Investment and Financial Planning.
- Possessing an entrepreneurial mindset, being resourceful and driven.
- Being client-centric and relationship-oriented – putting clients first.
- Work anywhere – from home or office, it's up to you
- Flexible working hours
- Be a part of a team of like-minded professionals, pushing each other for success
- Access to invaluable resources and insights from industry leaders
- Candidates with no prior experience and fresh graduates are welcome to apply
- Singapore/ PR
- Excellent interpersonal and communication skills
- Highly adaptable in a fast-paced working environment, willing to learn
- Minimum A levels/ Local or IB Diploma
- CMFAS Certificates will be advantageous
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Wealth Advisor - Singapore - PHILLIP SECURITIES PTE LTD
Description
Roles & ResponsibilitiesDid you know that PhillipCapital offers wealth management positions too?
If you're looking for a career that builds meaningful relationships with others, whilst sharing relevant and helpful financial advice with clients, then you are suitable for this job
About the Job
We are currently seeking dedicated and committed professionals to join our team as a Wealth Manager.
As a Wealth Manager, you would be able to offer a wider range of products and services, some of which are exclusively offered at PhillipCapital. You possess expertise in financial fields such as stockbroking, Wealth Management and Financial Planning; partnering with clients to reach their financial goals; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies, and service your clients in their trading needs.
Principal Responsibilities:
Job Highlights:
Requirements:
Wealth Management
Investment Advisory
Investment Strategies
Financial Planning
Investments
Wealth
Risk Management
Adaptable
Communication Skills
Financial Advisory
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