Full Time Wealth management advisor (mid career switchee) Jobs, in Fiducia Wealth - Maukerja

Company Description Fiducia Wealth is a Singapore-based financial services firm founded in 2008 with a focus on integrity, trust, and professionalism. The company’s name and logo reflect its commitment to walking alongside clients as a trusted advisor throughout their financial journey. Fiducia Wealth specializes in supporting small and medium enterprises to drive business growth, add value, and enhance employee morale. The firm also provides comprehensive wealth management services to high net worth individuals. Its goal is to be recognized as a leading symbol of trust and professional financial advisory.

Role Description The Worksite role at Fiducia Wealth is a full-time, on-site position based in Singapore. This role involves engaging with corporate clients and employees at their workplaces to promote and explain Fiducia’s financial solutions and employee benefit programs. Day-to-day responsibilities include conducting presentations and consultations, supporting onboarding for new financial plans, and responding to client and employee inquiries. The role also includes coordinating with internal advisors and operations teams to ensure timely follow-up, accurate documentation, and high-quality service delivery. The Worksite professional is expected to build strong relationships with stakeholders, identify opportunities to add value, and contribute to overall business growth.

• Candidates should possess strong relationship-building and client-facing skills, including the ability to communicate clearly, present information confidently, and engage diverse employee groups.
• Candidates should possess foundational knowledge of financial services or employee benefits, with the ability to learn Fiducia’s solutions and explain them in an accessible, compliant manner.
• Candidates should possess solid organizational and coordination skills, including attention to detail, time management, and the ability to handle multiple corporate engagements and follow-ups.
• Candidates should possess problem-solving and analytical abilities to understand client needs, interpret data or plan details, and recommend appropriate actions or solutions.
• Candidates should possess proficiency in basic office software (e.g., word processing, spreadsheets, presentation tools) and be comfortable working with digital documentation and client records.
• Relevant experience in financial advisory, HR benefits, insurance, or corporate client service is beneficial.
• A diploma or degree in Business, Finance, Marketing, or a related field is advantageous, along with a commitment to ongoing professional development.
• Ability to work collaboratively in a dynamic team environment and uphold Fiducia Wealth’s values of integrity, trust, and professionalism.