Investment & Insurance Advisor
5 days ago
Key Responsibilities
- **Client Needs Analysis**:Perform in-depth financial health assessments, analyzing assets, liabilities, income, and existing insurance to understand a client's full financial picture.
- **Financial Planning**:Develop comprehensive, customized financial plans, including investment and insurance strategies, to help clients meet short
- and long-term goals such as wealth accumulation, retirement, and risk protection.
- **Product Recommendations**:Provide personalized advice on a range of investment and insurance products, suggesting suitable solutions based on the client's needs, goals, and risk tolerance.
- **Relationship Management**:Build and maintain strong, long-term relationships with clients through regular meetings, ongoing support, and personalized communication.
- **Portfolio Management**:Monitor client investment portfolios, providing updates on market conditions and advising on adjustments to stay aligned with their financial objectives.
- **Client Education**:Educate clients on various financial products, investment strategies, market trends, and the importance of financial planning to empower informed decision-making.
- **Business Development**:Actively recruit new clients to grow the client base and expand the advisor's business.
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Singapore Standard Chartered Full timePress Tab to Move to Skip to Content Link • The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the
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Singapore Munich Re Full time**Investment-Linked Insurance Structurer, Munich Re Markets**:Career Level 4/5 **Location**Singapore, Singapore Munich Re Markets (“MRM”) within Munich Re is specialized in all types of strategic transactions for our life insurance companies clients worldwide. Strategic transactions include capital management, strategic risk transfer and, last but not...
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