
Wealth Manager
3 days ago
Company Description
Prudential Financial Advisers Singapore, backed by Prudential, is one of Singapore's leading life insurance companies. We are dedicated to meeting our customers' financial needs with a wide range of products and wealth advisory services. Prudential Financial Advisers Singapore is licensed and regulated by the Monetary Authority of Singapore (MAS).
Role Description
This is a full-time on-site role for a Wealth Manager, located in Paya Lebar. The Wealth Manager will be responsible for providing comprehensive financial planning services, managing investments, and offering advice on insurance products. Day-to-day tasks will include analyzing clients' financial statuses, developing tailored financial plans, managing client portfolios, and ensuring clients' financial goals are met.
Qualifications
- Singaporean / PR
- Excellent communication and interpersonal skills
- Diploma or degree
- Relevant certifications such as CFP, CFA, or equivalent are a plus
- Experience in wealth management or financial advisory roles is beneficial
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