Wealth Management Specialist(Dip/noexp/central) - Singapore - CAREERNEXUS PTE. LTD.

CAREERNEXUS PTE. LTD.

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

**Responsibilities: - Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences. Provide personalized wealth management advice and solutions to meet clients' unique needs.

Conduct indepth financial assessments for clients, developing comprehensive wealth management plans that encompass investment strategies, retirement planning, estate planning, tax optimization, and risk management.
Offer expert guidance on investment opportunities, asset allocation, and portfolio diversification. Stay abreast of market trends, economic indicators, and financial products to provide informed and timely investment recommendations.
Assess and mitigate financial risks for clients, ensuring compliance with regulatory requirements and industry standards. Implement risk management strategies to safeguard and grow clients' wealth in alignment with their risk tolerance.
Proactively communicate market insights, financial updates, and wealth management strategies to clients. Conduct educational seminars and workshops on wealth management topics. Keep clients informed about the performance of their portfolios and adjust strategies as needed.

**Requirements: - Local diploma or bachelor's degree in finance, economics, business, or a related field.

The ability to work collaboratively with crossfunctional teams, including sales, design, and product development, to achieve marketing goals.
Marketers often need to develop creative and innovative marketing campaigns and content to engage audiences and differentiate their brand.
Excellent communication skills are crucial for building trust and rapport with clients. Strong interpersonal skills are also needed for establishing and maintaining client relationships.

Interested applicants, please write in through CareersFuture 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