jobs in Pinnacle Consult

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

Wealth Management Advisor

Pinnacle Consult

全职

Singapore

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工作地点

  • Singapore

职位描述

岗位职责

About the Role


Financial planning and wealth management Understand clients' financial goals, needs and risk appetite. Analyse clients' existing financial portfolios. Provide investment and financial planning recommendations. Develop retirement and wealth accumulation strategies. Conduct regular portfolio reviews.


Responsibilities


  • Financial planning and wealth management
  • Understand clients' financial goals, needs and risk appetite.
  • Analyse clients' existing financial portfolios.
  • Provide investment and financial planning recommendations.
  • Develop retirement and wealth accumulation strategies.
  • Conduct regular portfolio reviews.







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