Business Growth Consultant

4 days ago


Singapore Recruit Success Pte. Ltd. Full time
Job Description:

We are seeking a highly motivated and experienced professional to join our team as a Wealth and Asset Management Specialist. As a key member of our team, you will be responsible for growing, building, and managing Mass Affluent and HNW Clients, as well as providing business succession and valuation planning, investment portfolio management, and estate planning and execution.

Key Responsibilities:
  • Develop and implement customized wealth management plans for clients
  • Analyze client needs and provide recommendations for investment strategies
  • Build and maintain strong relationships with clients through exceptional customer service
  • Collaborate with internal teams to ensure seamless delivery of services

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