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Are you driven to achieve greater heights in anything that you do? Be an Investment Advisor Rep with us!

Investment Advisor Representative
Full-time

on 2021-09-14

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Are you driven to achieve greater heights in anything that you do? Be an Investment Advisor Rep with us!

Full-time
Full-time

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WealthVisor's members

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What we do

At WealthVisor, we commit to be a visor for our client's financial health, against unplanned situations in life. We seek to journey with our clients throughout key milestones in life. We believe in planning ahead, towards individual and family goals. We pledge to achieve this through dedication in portfolio management, providing well-planned financial advisory services and excellent customer experience.

Why we do

We believe in empowering individuals to success. The road to success and unlocking of an individual's potential is never a straight path. With every Financial Advisor within our team, it is our mission to build Confidence from within, develop a strong Purpose and strive towards the desired level of Success. As a Team, we move forward together to grow in quality and quantity.

How we do

At WealthVisor, it is a place where people and dreams connect. As we develop financial consultants in the world of financial planning, we seek to build a brighter future for our clients. On an organisation level, your future shines brighter as you progress with the team. V I S O R Approach Visualise your goals Initiate a plan Strategise ahead Organise resources Review & implement CORE VALUES Gratitude ​Resilience ​Integrity ​Trust

As a new team member

The ideal candidate is someone who enjoys meeting new people and has good interpersonal and communication skills. Candidate should be highly responsible and possess a strong drive to achieve greater heights in anything that they do. Additionally, they should have knack for understanding people. Benefits: - Production incentives & bonuses - Excellent career advancement - Personalised and team coaching - Flexible schedule Responsibilities: - Meet clients to assess their portfolio - Present a strategic plan that includes both short and long term goals - Help with planning decisions ( retirement, investment etc.) - Attaining leads via various platform( no need to cold call) - Build strong relationship with new and existing clients Qualification: - Min. local diploma - Effective communication skills - Self-motivated. Click on "I'm Interested" to apply now!

What we do

At WealthVisor, we commit to be a visor for our client's financial health, against unplanned situations in life. We seek to journey with our clients throughout key milestones in life. We believe in planning ahead, towards individual and family goals. We pledge to achieve this through dedication in portfolio management, providing well-planned financial advisory services and excellent customer experience.

Why we do

We believe in empowering individuals to success. The road to success and unlocking of an individual's potential is never a straight path. With every Financial Advisor within our team, it is our mission to build Confidence from within, develop a strong Purpose and strive towards the desired level of Success. As a Team, we move forward together to grow in quality and quantity.

How we do

At WealthVisor, it is a place where people and dreams connect. As we develop financial consultants in the world of financial planning, we seek to build a brighter future for our clients. On an organisation level, your future shines brighter as you progress with the team. V I S O R Approach Visualise your goals Initiate a plan Strategise ahead Organise resources Review & implement CORE VALUES Gratitude ​Resilience ​Integrity ​Trust

As a new team member

The ideal candidate is someone who enjoys meeting new people and has good interpersonal and communication skills. Candidate should be highly responsible and possess a strong drive to achieve greater heights in anything that they do. Additionally, they should have knack for understanding people. Benefits: - Production incentives & bonuses - Excellent career advancement - Personalised and team coaching - Flexible schedule Responsibilities: - Meet clients to assess their portfolio - Present a strategic plan that includes both short and long term goals - Help with planning decisions ( retirement, investment etc.) - Attaining leads via various platform( no need to cold call) - Build strong relationship with new and existing clients Qualification: - Min. local diploma - Effective communication skills - Self-motivated. Click on "I'm Interested" to apply now!
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    What happens after you apply?

    1. ApplyClick "Want to Visit"
    2. Wait for a reply
    3. Set a date
    4. Meet up

    Company info

    51 Scotts Road, 228241