Wealth Management Specialist

3 hours ago


Singapore WEALTH ASIA LLP Full time
Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you
In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with their long-term goals.
Responsibilities:
  • Partner with Wealth Advisors to gather in-depth client information and understand their financial goals, risk tolerance, and investment preferences.
  • Assist with the development and implementation of comprehensive wealth management plans, encompassing: Mortgage Advisory: Analyze client needs and recommend suitable mortgage options, collaborating with loan officers to secure optimal financing.
    Wills and Trusts: Coordinate with estate planning specialists to ensure clients have appropriate legal documents in place for asset protection and wealth


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