Wealth Management Expert

4 days ago


Singapore Click and Connect Online Limited Full time
Job Description

We are seeking a highly skilled Wealth Manager to join our team. The selected candidate will provide exclusive international and local solutions to advise and serve clients independently. Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

  • The ideal candidate will have experience as an Independent Advisor or Wealth Manager, or be ready to advance in their career.


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