全职 HSBC Life Wealth Solutions Consultant 工作, 薪水 up to SGD 8,000, WHITE SOCIETY PTE. LTD. 公司招聘中 - Ricebowl

Advise clients on wealth management and growth strategies:

• Provide expert advice on investment opportunities and risk management
• Help clients achieve their financial goals, such as retirement planning or wealth transfer
• Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

• Oversee client investment portfolios and make adjustments as needed
• Monitor market trends and rebalance portfolios to optimize performance
• Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

• Work with clients to understand their financial objectives and create personalized plans
• Identify areas for improvement and provide recommendations
• Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

• Foster trust and rapport with clients through regular communication and excellent service
• Understand client needs and provide tailored solutions
• Stay up-to-date on client changes and adjust advice accordingly

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

​

Connecting the right people and business together is our forte.

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