Client Wealth Advisor

Client Wealth Advisor

Summit Planners Crusaders Pte. Ltd.
0-2 years
48000 - 180000 SGD

Job Description

Client Wealth Advisor


We are seeking driven talents to join our team as aClient Wealth Advisor. This position requires you identify trends, develop and implement sales strategies and to provide guidance and advisory to your clients. You will be part of a performance driven team with opportunities to learn and grow your skill sets.

Top reasons to join us:

. An exciting, dynamic, and growing team

. We offer a competitive compensation package with attractive bonuses and incentive trips

. Development and room for advancement

. Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise

. Flexible hours. Perfect for motivated professionals who value work life balance.

Job Responsibilities:

. A full range of financial products to help clients manage their wealth and protection needs will be available to you. This includes insurance, investment, will and wealth planning.

. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently.
. Provide comprehensive financial planning for clients

. Assist clients on wealth planning and preservation through various tools and services

. Develop & maintaining business relationship with target clients, bring in new clients and new AUM to the firm

To be successful in this role

1. An individual who doesn't just work hard...but works from the HEART

2. A bachelor's degree or polytechnic diploma

3. Strong entrepreneurship mind-set and a can do attitude

4. Winner...You will experience being an overachiever and know how to stay and work hard. You will probably be earning SGD$120K within your first year.


$4,000 to $15,000

Apply now! We are ready to speak with you!

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