Private Wealth Specialist

4 days ago


Singapore GYC Financial Advisory Full time
Key Responsibilities
  • Attend client meetings, both virtually and in-person.
  • Gather financial information and schedule appointments.
  • Create client presentations and provide excellent client service.
  • Take meeting notes to document the conversation and next steps.
  • Input information and notes into the client management and documentation system.

As a Private Wealth Planner (Junior Associate), you will also be responsible for ownership of post-meeting follow-up correspondence to clients and potential clients.



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