Strategic Wealth Advisor: Generational Wealth & Legacy

DL Partners; Singapore; Híbrido; SGD 72 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive pay

Mentorship

Branding support

Career progression

Resumo da oferta

DL Partners is seeking a strategic Wealth Advisor to guide individuals and families in holistic wealth management. You will assess financial landscapes, craft tailored strategies, and manage client relationships with a focus on long-term value creation.

The role offers mentorship, marketing support, and a clear path to leadership within a permanent, hybrid setup in Singapore. You will work with a team dedicated to client outcomes and growth.

Qualificações

• Experience in wealth advisory or financial planning preferred.
• Strong communication and client service skills.
• Ability to translate complex financial concepts into clear guidance.

Responsabilidades

• Advise individuals and families on holistic wealth management, including accumulation, protection, retirement planning, and legacy succession.
• Build and nurture long-term client relationships grounded in trust and value delivery.
• Guide clients through major life milestones with clear, actionable financial guidance.
• Help shape client outcomes and peace of mind through strategic financial planning.

Conhecimentos

Relationship Building

Descrição da oferta de emprego

DL Partners is seeking a strategic Wealth Advisor to guide individuals and families in holistic wealth management. You will assess financial landscapes, craft tailored strategies, and manage client relationships with a focus on long-term value creation.

The role offers mentorship, marketing support, and a clear path to leadership within a permanent, hybrid setup in Singapore. You will work with a team dedicated to client outcomes and growth.