- Singapore
工作地点
职位描述
岗位职责
My client is a reputable firm in the financial industry, specialising in integrated wealth solutions that help clients plan, grow and manage their wealth. They are looking for motivated individuals to join their team as Wealth Advisors and build a career in wealth management and financial advisory.
Role Description The Wealth Advisor is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. The role involves meeting with clients to understand their financial goals, conducting assessments of current portfolios, and developing comprehensive financial plans tailored to individual needs. Day-to-day responsibilities include advising on investment strategies, retirement planning options, and overall wealth management services while ensuring regulatory compliance and ethical standards. The Wealth Advisor will prepare and present recommendations, monitor client portfolios, provide ongoing reviews, and collaborate with internal teams to deliver high-quality, client-centric solutions.
Qualifications
重要安全守则
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