全职 Wealth Management Advisor 工作, 薪水, JaiHoAdvisory 公司招聘中 - Ricebowl

Role Description<

The Wealth Management Advisor is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements.

The advisor will be equipped with the skillset to assist clients to assess their financial goals, analyze current portfolios, and design customized financial and wealth management plans.

Day-to-day responsibilities include providing guidance on investments, retirement planning, and risk management, as well as monitoring client portfolios and recommending adjustments aligned with market conditions and client objectives.

We provide solutions for personal, companies in the area of strategic wealth management, preservation and legacy generations.

The role also involves building long-term client relationships through regular reviews, educational conversations, and proactive communication.

It’s a purpose driven career of helping people lead a healthier, wealthier and more abundant live.

• Prior Experience not a requirement. Training will be provided.
• Any Bachelor Degree.
• Excellent analytical, communication, and interpersonal skills, with the ability to work inclusively with clients from different cultural backgrounds.
• High ethical standards, attention to detail, and commitment to regulatory compliance in Singapore.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate within a growing advisory team.