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Business Analyst Wealth Management

2 weeks ago


Singapore CARECONE PTE. LTD. Full time

Skill:

- Wealth Management Domain
- Tax, AEOI/FATCA/IRS871m or accounting/client management experience

**Key Responsibilities:
- Meet annual goals / bu
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix