- Singapore Central Region (Singapore) Singapore
全职 Wealth Manager 工作, 薪水, PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED (Zephyr Loh) Central Region (Singapore) 公司招聘中 - Ricebowl
Wealth Manager
PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED (Zephyr Loh)
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职位描述
岗位职责
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.
重要安全守则
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