Wealth Advisor & Client Relationships (Hybrid)

WHITE SOCIETY PTE. LTD.; Singapore; Híbrido; SGD 52.000 - 98.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Structured training

Competitive commissions

Hybrid work

Descripción de la vacante

WHITE SOCIETY PTE. LTD. in Singapore seeks a Client Relationship Manager to build enduring, trust-based relationships with clients.

You will serve as their primary financial contact, delivering personalized advice across protection, investments and retirement as clients progress through life stages. The role emphasizes a client-first approach, strong communication, and a disciplined, self-motivated mindset; prior wealth-management experience is a plus.

Formación

• Diploma or degree required.
• Strong interpersonal and communication skills.
• Client-first mindset with a genuine desire to help clients achieve their financial goals.
• Self-motivated, disciplined and driven in a professional advisory role.
• Experience in client-facing roles within banking, insurance or wealth management is a plus.

Responsabilidades

• Client Engagement & Acquisition: Acquire and build a sustainable client base, managing relationships and driving growth.
• Holistic Financial Planning: Conduct reviews to understand client goals, risk tolerance and financial situation; develop plans for protection, investments and retirement.
• Ongoing Service & Review: Proactively engage with clients, provide updates, conduct performance reviews and keep plans on track.

Conocimientos

Interpersonal skills

Communication skills

Educación

Diploma or Degree

Descripción del empleo

WHITE SOCIETY PTE. LTD. in Singapore seeks a Client Relationship Manager to build enduring, trust-based relationships with clients.

You will serve as their primary financial contact, delivering personalized advice across protection, investments and retirement as clients progress through life stages. The role emphasizes a client-first approach, strong communication, and a disciplined, self-motivated mindset; prior wealth-management experience is a plus.