- Singapore Central Region (Singapore) Singapore
PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED (Zephyr Loh) Hiring! Full Time Wealth Manager in Central Region (Singapore) - Ricebowl
Wealth Manager
PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED (Zephyr Loh)
Share
Save
Working Location
Job Description
Responsibilities
Build and maintain long-term relationships with clients.
Conduct comprehensive financial needs analysis and provide tailored financial solutions.
Advise clients on wealth accumulation, protection, retirement, education, and legacy planning.
Review clients' existing financial portfolios and recommend suitable strategies.
Expand your client base through networking, referrals, and business development activities.
Deliver exceptional client service through regular portfolio reviews and ongoing relationship management.
Ensure all recommendations comply with regulatory and company guidelines.
Conduct comprehensive financial needs analysis and provide tailored financial solutions.
Advise clients on wealth accumulation, protection, retirement, education, and legacy planning.
Review clients' existing financial portfolios and recommend suitable strategies.
Expand your client base through networking, referrals, and business development activities.
Deliver exceptional client service through regular portfolio reviews and ongoing relationship management.
Ensure all recommendations comply with regulatory and company guidelines.
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.
Learn More