Wealth Management Advisor

Pinnacle Consult; Singapore; Presencial; SGD 60.000 - 110.000; Tempo integral

Resumo da vaga

Pinnacle Consulting & Construction Services, Inc. seeks a Financial Planner to support clients with comprehensive financial planning and wealth management. You will assess goals, risk tolerance, and existing portfolios to provide tailored recommendations and retirement strategies.

Responsibilities include developing wealth accumulation plans, ongoing portfolio reviews, and delivering clear investment guidance to help clients achieve long-term financial objectives.

Qualificações

• Experience in financial planning and wealth management.
• Ability to assess clients' goals, needs and risk appetite.
• Proficiency in portfolio analysis and investment recommendations.

Responsabilidades

• Financial planning and wealth management.
• Understand clients' financial goals, needs and risk appetite.
• Provide investment and financial planning recommendations.
• Develop retirement and wealth accumulation strategies.
• Conduct regular portfolio reviews.

Descrição da vaga

Financial planning and wealth management Understand clients' financial goals, needs and risk appetite. Analyse clients' existing financial portfolios. Provide investment and financial planning recommendations. Develop retirement and wealth accumulation strategies. Conduct regular portfolio reviews.

Responsibilities

• Financial planning and wealth management
• Understand clients' financial goals, needs and risk appetite.
• Provide investment and financial planning recommendations.
• Develop retirement and wealth accumulation strategies.