Wealth Investment Advisor
Summary
Provide personalized financial advice and investment planning to clients in Singapore, building a client base and meeting performance targets with full training and licensing support.
Join WealthAsia as a Wealth Investment Advisor and help clients achieve their financial goals through personalised investment and wealth planning.
We are looking for driven individuals who want a high-income career in financial advisory with full training and licensing support provided.
Responsibilities:
• Conduct in-depth financial needs analysis and investment profiling
• Recommend wealth solutions covering protection, savings, and investment
• Build a loyal client base through referrals and networking
• Provide ongoing portfolio reviews and advisory support
• Meet monthly production goals with team and management support
What we provide:
• CMFAS Modules fully sponsored by the company
• Comprehensive 90-day onboarding and training programme
• Monthly earnings of $3,000–$10,000 based on performance
• Incentive trips, bonuses, and recognition awards
• Flexible working hours — manage your own schedule
• Fast-track leadership programme for high performers
Who we want:
• Strong communication and interpersonal skills
• Ambitious individuals who want to build their own practice
• Career switchers from any background welcome