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3 weeks ago
Build a Successful Career as a Wealth Manager
About the Role:We are seeking a highly skilled and motivated individual to join our team as a Wealth Manager. As a Wealth Manager, you will be responsible for fostering deeper relationships with new and existing clients, researching and analysing their investment plans, and monitoring and advising on their portfolios.
Key Responsibilities:- Fostering deeper relationships with new and existing clients through regular communication and personalized service
- Researching, analysing and crafting of clients' investment plans to meet their financial goals and objectives
- Monitoring and advising on clients' investment portfolios to ensure they remain aligned with their investment strategies
- Ongoing service to provide peace of mind to clients' financial wellbeing
- Continuous development in your professional practice to stay up-to-date with industry trends and best practices
To succeed in this role, you will need to possess excellent communication and interpersonal skills, be goal-driven, proactive and solution-oriented. A finance and banking background is helpful but not mandatory as training will be provided.
Benefits:This is a self-employment position open to Singapore Citizen/PR only. As a Wealth Manager, you will have the opportunity to work independently and build a successful career in the financial industry.
