Wealth Management Advisor

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

WHITE SOCIETY PTE. LTD.

in Singapore seeks a professional to manage client wealth holistically, providing integrated wealth planning and investment guidance to help clients achieve their financial goals. You will develop long-term financial plans with high-net-worth clients, tailor strategies to objectives, and review plans regularly to reflect changes in client circumstances, while building enduring relationships through exceptional service.

Responsibilities

• Take a comprehensive approach to managing client wealth and investments
• Consider all aspects of client financial situation and goals
• Provide integrated solutions for wealth management and planning
• Work with clients to set and achieve long-term financial goals
• Develop personalized financial plans aligned with client objectives
• Review and update plans regularly to reflect changes in client circumstances
• Offer expert investment advice and guidance
• Manage client portfolios and make investment decisions
• Monitor portfolio performance and adjust strategies as needed
• Foster strong relationships with affluent clients
• Understand client goals, needs, and preferences
• Provide exceptional service and tailored solutions to meet client needs

Job description

Manage client wealth holistically:

• Take a comprehensive approach to managing client wealth and investments
• Consider all aspects of client financial situation and goals
• Provide integrated solutions for wealth management and planning

Develop long-term financial plans:

• Work with clients to set and achieve long-term financial goals
• Develop personalized financial plans aligned with client objectives
• Review and update plans regularly to reflect changes in client circumstances

Provide investment advice and portfolio management:

• Offer expert investment advice and guidance
• Manage client portfolios and make investment decisions
• Monitor portfolio performance and adjust strategies as needed

Build relationships with high-net-worth clients:

• Foster strong relationships with affluent clients
• Understand client goals, needs, and preferences
• Provide exceptional service and tailored solutions to meet client needs