Wealth Management Associate

2 weeks ago


Singapore ARTE AURA PTE. LTD. Full time
Roles & Responsibilities

Job Summary

Assist wealth managers in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Key Responsibilities

1. Client Support: Assist wealth managers in managing client relationships, preparing client reports, and responding to client inquiries.

2. Financial Planning: Help wealth managers develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.

3. Investment Research: Conduct research on investment products, markets, and trends to support investment decisions.

4. Portfolio Administration: Assist in managing client portfolios and performance reporting.

5. Compliance: Ensure compliance with regulatory requirements and company policies.

Tell employers what skills you have

Wealth Management
Wealth Management Services
Financial Planning
Interpersonal Skills
Wealth Accumulation
Wealth
Investment Management
Compliance
Communication Skills
Financial Advisory

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