Wealth Advisor - Executive

Job Title:

Wealth Executive

About the Role:

We're looking for a sales rockstar to join our wealth management team! If you're passionate about personal finance and love building relationships, this could be the perfect fit.

What You'll Do:

- Grow our client base and build strong relationships with them

- Offer tailored financial solutions, including Mutual Funds, PMS, AIF, Stocks, and Insurance

- Stay on top of market trends and regulatory changes

- Meet clients, give presentations, and show them how we can help achieve their financial goals

- Hit sales targets and contribute to business growth

What We're Looking For:

- Postgraduate degree in a relevant field (MBA Finance or similar)

- At least 2 years of experience in a client-facing role in wealth management, broking, or banking

- Fluent in English

- Solid understanding of financial markets, products, and tax implications

- Experience with financial products like Mutual Funds, PMS, AIF, Stocks, and Insurance

- Great communication and relationship-building skills

Perks:

- Competitive salary and incentives

- Opportunity to work with a top financial services company

- Professional growth and development in a dynamic industry

If you're a motivated sales professional who loves finance and building relationships, let's chat!