
Search by job, company or skills
. 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
Job ID: 146180505