Wealth Advisory Specialist

APEX WEALTH MANAGEMENT LLP

Islandwide, Singapore
**
Client acquisition skills
Wealth accumulation advising
Long-term client relationship building
** APEX Wealth Management LLP is seeking a Wealth Advisory Specialist to join their team in Singapore, targeting fresh graduates or individuals eager to enter the finance industry. The role offers comprehensive training, mentorship, and a pathway to managerial positions, emphasizing client relationship building and wealth management strategies. **

Job Summary

  • Join us as a Wealth Advisory Specialist to accelerate your journey in the finance industry while preparing for future leadership roles.
  • No prior experience is required as comprehensive training, structured mentorship, and support will be provided to guide you towards certification.
  • The role offers opportunities to participate in planning sessions with managers and practical training through joint fieldwork.

Matching Summary

Match Score: 75

** APEX Wealth Management LLP is seeking a Wealth Advisory Specialist to join their team in Singapore, targeting fresh graduates or individuals eager to enter the finance industry. The role offers comprehensive training, mentorship, and a pathway to managerial positions, emphasizing client relationship building and wealth management strategies. **

Skills & Requirements

Must-have

  • Client acquisition skills
  • Wealth accumulation advising
  • Long-term client relationship building

Nice-to-have

  • Positive attitude and eagerness to learn
  • Structured mentorship participation
  • Planning session involvement

Key Requirements

  • Aged 21 and above
  • Local Diploma, A' Levels, or Degree in any discipline
  • Completion of 4 basic certifications

Work Rights

Not specified

Tailored Resume

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