Wealth Advisor

salary Salary :

$4,000 - 12,000 monthly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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📈 Fast Progression

👶 Entry Level

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Job Description - Wealth Advisor

We are currently looking for individuals to be groomed into future leaders within and for our organization.

If you are motivated, driven and looking for an opportunity to grow personally and professionally, we are looking for you.

 Comprehensive and professional training will be provided and paid for (12 Weeks) You will be working closely with leaders in our organization.

Continuous on-job training will be provided and to be assimilated progressively. That's not all that's in for you!

• Attractive remuneration package • Recognition for individual efforts 

• Dynamic, fun and positive company culture • Work-Life Balance 

• Provides individuals with opportunities to take ownership of their own future. 

• Travel opportunities, ( Business+Leisure ) Job Responsibilities 

• Make recommendations based on a reasonable inquiry from clients pertaining towards investment objectives, financial situation, financial goals and expectations. 

• Review and optimize accounts and plan regularly to determine life changes that would affect a financial strategy. 

• Optimize portfolios for clients for the best possible ROI 

• Maintain a sustainable pipeline of clients with excellent management of all accounts(New/Existing) 

• Attend yearly enrichment classes/seminars to learn and assimilate best practices from industry experts Job Requirements 

• At least a Polytechnic Diploma, A-Levels, Bachelor's Degree,Professional Degree, any field. 

• 21+ and above (based on MAS requirements) 

• Positive learning and Go-getter attitude. 

• Self-Motivated and Financially Driven 

• 2 Full-Time position(s) available

Work Schedule

This job has the following work schedule:

  • Flexible

Benefits & Perks

This job has the following benefits:

  • Travel opportunities
  • Training & professional development
Original job Wealth Advisor posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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About the Company

Everything Finance Group

An agency unit representing HSBC Life. We pride ourselves to be diligent and always put our clients first. We will also always be mindful to help everyone, including fresh joiners, in our group, to strive and be the best they can be.

Read more about the company
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