Elite HNW Wealth Manager | Private Client Growth

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

WHITE SOCIETY PTE. LTD. in Singapore seeks a results-driven wealth management professional to analyze clients' financial needs and tailor solutions for wealth accumulation, protection, and legacy planning. You will review portfolios regularly and stay updated on market trends.

You will identify and target new affluent clients across diverse wealth segments, collaborate with financial advisors and teams to deliver cohesive wealth management solutions, and analyze market trends to inform decisions.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Good comprehension of financial markets.
• Ability to work well under pressure and meet deadlines.

Responsibilities

• Conduct financial need analysis, recommend tailored wealth solutions for clients.
• Review client portfolios regularly and adjust strategies as needed.
• Identify and target new affluent clients across diverse wealth segments.
• Collaborate with financial advisors and other teams to deliver cohesive wealth management solutions.
• Analyze market trends, competitor strategies, and customer segments to inform decisions.

Skills

Analytical skills

Communication skills

Financial markets knowledge

Deadline-driven

Interpersonal skills

Education

Bachelor's degree

Local Polytechnic Diploma

Job description

WHITE SOCIETY PTE. LTD. in Singapore seeks a results-driven wealth management professional to analyze clients' financial needs and tailor solutions for wealth accumulation, protection, and legacy planning. You will review portfolios regularly and stay updated on market trends.

You will identify and target new affluent clients across diverse wealth segments, collaborate with financial advisors and teams to deliver cohesive wealth management solutions, and analyze market trends to inform decisions.