Private Wealth & Insurance Advisor

J.S.W; Singapore; Sur place; SGD 100 000 - 180 000; Plein temps

Résumé du poste

J.S.W is seeking a skilled Wealth Manager/Financial Advisor in Singapore to build and manage a portfolio of high-net-worth clients. You will serve as the primary contact for financial matters, performing needs analysis and delivering tailored investment and insurance solutions.

The role emphasizes proactive client acquisition, ongoing relationship management, and staying abreast of market trends and regulatory changes to provide clear, compliant guidance.

Qualifications

• Proactively identify and onboard high-net-worth clients.
• Conduct comprehensive fact-finding to understand financial objectives and risk tolerance.
• Develop and present integrated financial plans combining investments and protection.
• Provide clear explanations of products, fees, and risks to clients.

Responsabilités

• Proactively acquire new high-net-worth clients and onboard them.
• Maintain long-term relationships as their primary financial contact.
• Conduct regular client reviews to reassess financial situations and goals.
• Stay updated on market trends, products, and regulatory requirements.
• Collaborate with product and compliance teams to tailor solutions.

Connaissances

Client relationship management

Financial needs analysis

Portfolio construction

Regulatory compliance knowledge

Description du poste

J.S.W is seeking a skilled Wealth Manager/Financial Advisor in Singapore to build and manage a portfolio of high-net-worth clients. You will serve as the primary contact for financial matters, performing needs analysis and delivering tailored investment and insurance solutions.

The role emphasizes proactive client acquisition, ongoing relationship management, and staying abreast of market trends and regulatory changes to provide clear, compliant guidance.