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.
Requirements
- Minimum 4 years of client-facing experience in sales development with affluent/HNW clients within banking or asset/wealth management.
- Customer centric, results oriented and strong time management skills.
- Stellar sales track record of exceeding AuM or revenue targets as well as a willingness to be hands-on and build long-term client relationships.
- Authentic in their approach to client relationships based on strong knowledge of products and markets.
- Excellent verbal and written interpersonal skills; ability to deliver professional and persuasive presentations.
- Be a problem solver.
- Big plus if fluent in written and spoken Mandarin Chinese.
Benefits
Employee financial and physical well-being
- Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
- Personalised insurance and comprehensive health coverage: Full or partial subsidy of your personal hospitalisation and surgical insurance premium and access to panel outpatient GP, specialist, dental, wellness, and health screening partners.
- Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
Flexible work arrangements and policies
- Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
- Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
- Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
- Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.
Learning and development opportunities
- You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.
Team bonding budget and initiatives
- Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
- Annual off-sites (Oct): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges
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Last updated on Apr 18, 2024