Wealth Adviser

IFAST FINANCIAL PTE. LTD.

D01 Cecil, Marina, People’s Park, Raffles Place, 10 COLLYER QUAY OCEAN FINANCIAL CENTRE 049315
Sgd 6,000 - 12,000 / monthly pm
On-site
Wealth management
Investment advisory
Asset management
IFAST Financial Pte. Ltd. is seeking a Wealth Adviser to provide personalized financial advice on investments, insurance, and retirement planning. The ideal candidate should possess strong interpersonal skills and a finance-related degree, with proficiency in English and Chinese preferred

Job Summary

  • Key Responsibilities: Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning
  • Identifying new business opportunities through networking, referrals and outreach efforts
  • Conducting financial reviews and keep abreast of customer needs

Matching Summary

Match Score: 85

IFAST Financial Pte. Ltd. is seeking a Wealth Adviser to provide personalized financial advice on investments, insurance, and retirement planning. The ideal candidate should possess strong interpersonal skills and a finance-related degree, with proficiency in English and Chinese preferred.

Salary

SGD 6,000 - 12,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Investment Advisory
  • Asset Management
  • Generate Leads
  • Financial Planning

Nice-to-have

  • Investments
  • Financial Markets
  • Banking
  • Initiative
  • Equities

Work Rights

Tailored Resume

Cover Letter