HNW Wealth Planner & Insurance Advisor

J.S.W; Singapore; Vor Ort; SGD 60.000 - 90.000; Vollzeit

Zusammenfassung

J.S.W in Singapore is seeking a seasoned wealth advisory professional to manage relationships with high-net-worth clients, delivering tailored financial planning and driving asset and insurance solutions.

You will conduct needs analyses, present investment and protection strategies, and stay updated on market trends to meet client objectives in a dynamic wealth-management environment.

Aufgaben

• Proactively prospect, acquire, and onboard new high-net-worth clients.
• Build and maintain long-term, trust-based relationships with affluent clients.
• Conduct regular client review meetings to assess financial situations, life events, and risk appetites.
• Deliver timely, clear communication on market trends and portfolio performance.

Kenntnisse

Relationship mgmt

Prospecting

Financial planning

Needs analysis

Investment advisory

Insurance advisory

Regulatory compliance

Sales targets

Jobbeschreibung

J.S.W in Singapore is seeking a seasoned wealth advisory professional to manage relationships with high-net-worth clients, delivering tailored financial planning and driving asset and insurance solutions.

You will conduct needs analyses, present investment and protection strategies, and stay updated on market trends to meet client objectives in a dynamic wealth-management environment.