Companies you'll love to work for

Wealth Advisor

StashAway

StashAway

central area, singapore
Posted on Thursday, April 18, 2024

We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Reserve SG. You will report directly to the Head of Reserve to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. The role will give you exposure to the inner workings of a Fintech that leads the industry on both the investment and the tech side.

Responsibilities:

  • Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base.
  • Proactively assist clients to understand their needs and objectives; effectively communicate StashAway’s product value proposition through proposals and presentations.
  • Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
  • Provide understanding of the markets and SA products for the benefit of the client and to deepen loyalty with the brand.
  • Deliver seminars on a variety of financial and market topics to nurture current and prospective client base.
  • Have up-to-date knowledge of financial products for HNW, markets and be able to communicate on it to clients in both written and verbal form.