Lead Wealth Advisor for Privilege Clients

Hiredly X; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Hiredly X in Singapore seeks a driven financial professional to lead Privilege client engagement, developing enduring relationships with affluent clients. You will deliver tailored financial advisory services and investment solutions, ensuring timely information, advice, and recommendations align with client needs and preferences.

As the lead, you will ensure adherence to internal policies and regulatory requirements, including FAA compliance, while building long-term client partnerships and

Qualifications

• Trained in the Privilege Client Engagement Process.
• Provide financial advisory services to affluent and high net worth clients.
• Adhere to FAA and related statutory Acts.

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions and advice to affluent and high net worth clients.
• Provide customers with timely information, advice and recommendations to fit their requirements.
• Build and maintain long-term relationships with your clients.
• Ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements.

Job description

Hiredly X in Singapore seeks a driven financial professional to lead Privilege client engagement, developing enduring relationships with affluent clients. You will deliver tailored financial advisory services and investment solutions, ensuring timely information, advice, and recommendations align with client needs and preferences.

As the lead, you will ensure adherence to internal policies and regulatory requirements, including FAA compliance, while building long-term client partnerships and