Wealth Planning Manager

1 week ago


Bishan, Singapore Opulence Sourcing Pte Ltd Full time

**Job Summary**:
As a Wealth Manager, you will be responsible for providing personalized financial planning and investment management services to high-net-worth clients. You will work closely with clients to understand their financial goals, assess their current financial situation, and develop comprehensive wealth management strategies to help them achieve their objectives.

**Key Responsibilities**:

- Conduct financial assessments and risk analysis for clients
- Develop customized financial plans and investment strategies
- Monitor and adjust investment portfolios to align with client goals
- Provide ongoing financial guidance and support to clients
- Stay informed about market trends and investment opportunities
- Collaborate with other financial professionals to provide holistic financial solutions

**Required Skills and Qualifications**:

- Bachelor's degree
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Knowledge of investment products and financial markets is preferred

Pay: $5,000.00 - $10,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Supplemental Pay:

- Commission pay
- Performance bonus
- Signing bonus

**Education**:

- Bachelor's or equivalent (required)

Work Location: Hybrid remote in Singapore 577177



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