Wealth Management Specialist - Singapore - CAREERNEXUS PTE. LTD.
Description
Roles & ResponsibilitiesJob 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 haveCRM
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