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Wealth Management Professional

2 months ago

Singapore Hatch Careers Singapore Full time
About the Role

We are seeking a highly motivated and experienced Wealth Management Executive to join our team at Hatch Careers Singapore. As a key member of our financial services team, you will be responsible for providing exceptional client service and driving business growth through strategic financial solutions.

Key Responsibilities
  • Stay up-to-date on market trends, conditions, and regulatory changes to effectively communicate complex concepts and strategies to clients.
  • Provide personalized portfolio updates and risk management services to clients.
  • Conduct thorough Know Your Customer (KYC) procedures and review client portfolios to identify opportunities for growth.
  • Develop and implement customized financial solutions to meet client needs.
  • Identify and pursue new business opportunities through proactive lead generation and follow-up.
  • Collaborate with cross-functional teams to drive business growth and improve client satisfaction.
Requirements
  • Minimum of a full A levels/Diploma/Degree in a relevant field.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to analyze complex risk profiles and design customized financial solutions.
  • High level of integrity, professionalism, and confidentiality.
About Us

Hatch Careers Singapore is a leading provider of financial services and solutions. We are committed to delivering exceptional client service and driving business growth through strategic partnerships and innovative solutions.