HNWI Private Wealth Advisor & Investment Planner

PERSOL; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a dedicated professional to develop business relationships with high-net-worth clients. The role involves providing investment advice, asset allocation services, and wealth planning assistance. Ideal candidates should possess a relevant degree, licenses, and solid experience in banking and finance. Strong communication skills and a client service mindset are essential for success in this position.

Qualifications

• Must possess relevant licenses.
• Solid understanding of Singapore and international capital markets.
• Experience in securities dealing and wealth management.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Provide investment advisory and asset allocation services.
• Assist clients with wealth planning and preservation.

Skills

Client service driven

Effective communication

Sales related experience

Strong bilingual skills

Education

Bachelor degree in relevant majors

MBA degree holder (preferable)

Tools

Investment advisory tools

Wealth management services

Job description

A financial services firm in Singapore is seeking a dedicated professional to develop business relationships with high-net-worth clients. The role involves providing investment advice, asset allocation services, and wealth planning assistance. Ideal candidates should possess a relevant degree, licenses, and solid experience in banking and finance. Strong communication skills and a client service mindset are essential for success in this position.