Atlas Advisors Group offers strategic advice on financial services with over 40 insurer partnerships.
Our extensive network allows us to provide tailored solutions to meet the unique needs of our clients.
We pride ourselves on our commitment to helping clients achieve their financial goals through comprehensive advice and personalized service.
Role Description
This is a full-time hybrid role for a Wealth Management Advisor (Broker) located in Singapore, with some work from home acceptable.
The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients.
Day-to-day tasks include meeting with clients, assessing their financial situation, developing customized financial plans, and managing their wealth management services.
The advisor will also be responsible for maintaining relationships with clients and staying up-to-date on financial market trends and products.
Qualifications
Financial Planning and Retirement Planning skills
Experience with Investments and Finance
Knowledge of Wealth Management Services
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work both independently and collaboratively
Bachelor’s degree in Finance, Economics, or related field
Relevant certifications (e.g., CFP, CFA) are an advantage
Proven track record of successful client relationship management
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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