Wealth Management Advisor

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

WHITE SOCIETY PTE. LTD. seeks a wealth management professional to provide holistic client wealth management and integrated planning services. You will advise on investments, manage portfolios, and work closely with high-net-worth clients to achieve long-term financial goals.

The role focuses on delivering tailored wealth-management solutions and exceptional client service while maintaining meticulous attention to client objectives and market conditions.

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