Private Wealth Manager - Singapore - Careerlibrary Pte. Ltd.

Description

Job Responsibilities:

. Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.

. Conduct comprehensive financial assessments for clients, analyzing their current financial positions, income, expenses, and assets to develop personalized wealth management strategies.

. Provide expert advice on investment opportunities, estate planning, tax optimization, and other financial planning aspects tailored to the unique needs and objectives of each client.

. Design and implement strategic investment portfolios aligned with clients' risk profiles, financial objectives, and market conditions.

. Advise clients on wealth preservation strategies, including the development and implementation of effective estate plans, trusts, and tax-efficient structures to protect and transfer wealth to future generations.

. Educate clients on financial markets, investment strategies, and economic trends to empower them in making informed decisions about their wealth.

Requirements:

. GCE A'levels, Local Diploma holder & above

. Communication and Interpersonal Skills

. Analytical and Problem-Solving Abilities

. Individuals with a strong desire to learn and grow.

. Excellent communication skills and the ability to work effectively in a team.

Interested applicants, please write in through Jobsbank with detailed resume in MS Words format

EA License Number: 23C1730

Please Provide:

1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.