Senior Wealth Management Expert

7 days ago


Singapore STELLARTALENTS ASIA PTE. LTD. Full time
Job Description

As a Senior Wealth Management Expert at STELLARTALENTS ASIA PTE. LTD., you will play a vital role in providing expert financial guidance to clients, helping them achieve their objectives through tailored plans and investment strategies.

Key Responsibilities:
  • Financial Assessment: Conduct comprehensive evaluations of clients' income, expenses, assets, and liabilities, developing personalized plans that cater to their unique needs.
  • Financial Planning: Develop customized plans addressing clients' goals, budgeting, debt management, and insurance coverage, ensuring they are well-equipped to navigate the complexities of wealth management.
  • Investment Advisory: Recommend suitable investment options based on clients' objectives, risk tolerance, and investment horizon, providing peace of mind and securing their financial future.
  • Client Relationship Management: Build and maintain strong relationships with clients through regular communication and personalized service, fostering trust and loyalty.

Qualifications:

  • Polytechnic Diploma or equivalent qualification
  • Interest in financial consulting, investment advisory, or wealth management
  • Excellent communication, interpersonal, and problem-solving skills
  • Able to work independently and collaboratively in a team environment

We offer a competitive salary of SGD 80,000 - 120,000 per annum, commensurate with experience, making this an attractive opportunity for professionals seeking a challenging and rewarding career in wealth management.



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