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Wealth Planner

4 weeks ago

Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time
Roles & Responsibilities

We believe in empowering individuals and businesses to achieve their financial goals through personalized guidance and strategic planning. As a leading financial services firm, we are committed to delivering exceptional service and tailored solutions to our clients.


Responsibilities:

  • Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans tailored to clients' needs and objectives.
  • Provide recommendations on asset allocation, investment strategies, retirement planning, tax optimization, and estate planning.
  • Monitor and review clients' portfolios regularly to ensure alignment with their goals and market conditions.
  • Stay abreast of industry trends, market developments, and regulatory changes to provide informed advice to clients.
  • Cultivate and expand client relationships through proactive communication and exceptional service.
  • Collaborate with other team members and external partners to deliver holistic financial solutions.

Requirements:

  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • M5,M9,M9A,HI (if dont have, we will provide the exam fees and study materials, including training)

Benefits:

  • Competitive compensation package with performance-based incentives.
  • Ongoing training and professional development opportunities.
  • Supportive and collaborative work environment.
  • Opportunity for career advancement and growth within the organization.
  • Heavy travel incentives.

Join Our Team:

If you are passionate about helping others achieve financial success and thrive in a dynamic, client-focused environment, we want to hear from you


Primestaff Management Services Pte Ltd EA

Personnel Name: Lyana Gwee EA

Personnel No: R22110922 EA License No: 95C5411


Tell employers what skills you have

Strategic Planning
Investment Strategies
Asset Allocation
Sales Management
Investments
Wealth
Administration
Economics
Estate Planning
Retirement Planning
Customer Service
Proactive Communication
Financial Services

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