Wealth Management Planner
Advsior's Clique
Singapore, SG
1d ago
source : Glints

Job Responsibilities :

A typical day will include the following :

Meet clients personally to assess their financial situation in order to present a financial plan that includes both short-term and long-term financial goals.

Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.

Spend time reaching out to prospective clients and building a strong customer base.

Travel or work non-traditional hours to meet with clients.

Achieve and exceed revenue targets.

On the Job Training and Continuous Professional Development.

Personal Mentoring and Coaching for career advancement.

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