Investment Sales Advisor

  •  
    Entire Singapore

    Singapore

    Map

  •   Full Time

S$4000 - 8000 / month


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

About the Employer

MyCareersFuture


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