Wealth Manager

3 days ago


Paya Lebar East Region, Singapore Prudential Financial Advisers Singapore Full time $80,000 - $120,000 per year

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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