Wealth Management Specialist - Singapore - CAREERNEXUS PTE. LTD.

    CAREERNEXUS PTE. LTD.
    CAREERNEXUS PTE. LTD. Singapore

    2 weeks ago

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    Description
    Roles & Responsibilities

    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.

    Tell employers what skills you have

    CRM
    Wealth Management
    Excellent Communication Skills
    Sales
    Investment Strategies
    Tolerance
    Financial Planning
    Interpersonal Skills
    Tax
    Wealth Preservation Strategies
    Wealth
    Cold Calling
    B2B
    Estate Planning
    Communication Skills
    Team Player
    Customer Service
    Scheduling
    Sourcing
    Customer Relations