Wealth Advisor (Full-time / Part-time / Freelance)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R )

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I also carry various other Financial Advisor (FA) roles of different experience/seniority levels please browse our Company Page to find out more.

We are looking for a driven and client-oriented Wealth Advisor to deliver financial planning and advisory solutions to both individuals and businesses. The ideal candidate will support clients in reaching their financial objectives through customised strategies, effective relationship building, and trusted financial advice.
Build a rewarding career while making a positive difference in helping others achieve financial confidence and security.

Key Responsibilities:

• Establish and nurture strong, long-term relationships with clients.
• Identify clients' financial objectives and recommend appropriate solutions to meet their needs.
• Perform...