全职 HNW Wealth Manager 工作, 薪水 up to SGD 25,000, WHITE SOCIETY PTE. LTD. 公司招聘中 - Ricebowl

Key Responsibilities:

• Conduct financial need analysis, recommend tailored solutions for wealth accumulation, protection, and legacy planning
• Review client portfolios regularly, stay updated on market trends, and adjust strategies as needed
• Identify and target new affluent clients across diverse wealth segments
• Work with financial advisors and other teams to deliver cohesive wealth management solutions
• Analyze market trends, competitor strategies, and customer segments to inform decisions

Requirements:

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Good comprehension of financial markets
• Ability to work well under pressure and meet deadlines
• Bachelor's degree, Local Polytechnic Diploma

White Society was born to provide consultancy to companies to enhance their business framework.

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Connecting the right people and business together is our forte.

We are committed to improve the value we provide to our clients.