Wealth Advisor

About Job
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.
Mana...