Senior Wealth Advisor for High‑Net‑Worth Clients

OCBC (Singapore); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore seeks an experienced Banca Advisor to manage high net-worth clients. You will provide tailored wealth management solutions, develop investment strategies, and collaborate with a team of experts to meet clients' objectives. The ideal candidate has a degree in finance or economics, at least 5 years in wealth management, and excellent communication skills. A strong understanding of market trends is essential for success in this role.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• At least 5 years of experience in wealth management or a related field.
• Strong understanding of the financial services industry and market trends.
• Professional certification such as CFP or CFA is desirable.

Responsibilities

• Manage a portfolio of high net-worth clients.
• Develop and implement investment strategies.
• Collaborate with investment specialists and financial planners.
• Stay up-to-date with market trends.

Skills

Client-centric approach

Excellent communication skills

Relationship building

Knowledge of investment products

Education

Degree in finance or economics

Job description

A leading financial institution in Singapore seeks an experienced Banca Advisor to manage high net-worth clients. You will provide tailored wealth management solutions, develop investment strategies, and collaborate with a team of experts to meet clients' objectives. The ideal candidate has a degree in finance or economics, at least 5 years in wealth management, and excellent communication skills. A strong understanding of market trends is essential for success in this role.