Search by job, company or skills

A

Wealth Advisor

4-6 Years
SGD 8,000 - 9,000 per month
Save
new job description bg glownew job description bg glownew job description bg svg
  • Posted 4 hours ago
  • Be among the first 10 applicants
Early Applicant

Job Description

. This is an exciting opportunity for a seasoned professional to apply their fiduciary, wealth management, tax planning, and high net worth knowledge to a diverse and high-profile client base

. The ideal candidate will have a minimum of 4 years of experience in the finance industry, with a proven track record of managing and growing client relationships, providing strategic financial advice, and maintaining the highest standards of ethics and professionalism

. Bachelor's degree in Business, Finance, Accounting, or related field

. Minimum of 4 years of experience in financial planning or wealth management, with specific experience working with high-net-worth clients

. In-depth knowledge of financial planning, tax planning, estate planning, and investment management

. Proven ability to act as a fiduciary, with a strong commitment to ethical behavior and compliance with all financial regulations

. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members

. Strong analytical and problem-solving skills, with the ability to interpret complex financial information and provide clear, strategic advice

. Proficient in financial planning software and Microsoft Office Suite

. Self-motivated and goal-oriented, with a proven track record of business development and client retention


. Must be based in Singapore

More Info

Job Type:
Industry:
Function:
Employment Type:

Job ID: 146180505

Similar Jobs