Wealth Manager

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is seeking a professional to provide comprehensive wealth management services. This role involves managing client relationships, developing financial plans, and overseeing investment portfolios. Candidates should have strong financial planning and investment management skills. This position offers an opportunity to help high-net-worth individuals achieve their financial goals.

Responsibilities

• Build and maintain strong relationships with clients.
• Develop and implement comprehensive financial plans.
• Manage client investment portfolios.
• Provide guidance on wealth protection strategies.
• Help clients plan for retirement.

Job description

Job Summary

Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions, helping them achieve their financial goals and objectives.

Key Responsibilities

• Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and expectations.
• Financial Planning: Develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.
• Investment Management: Manage client investment portfolios, including asset allocation, security selection, and portfolio rebalancing.
• Wealth Protection: Provide guidance on wealth protection strategies, including insurance, estate planning, and asset protection.
• Retirement Planning: Help clients plan for retirement, including creating sustainable income streams and optimizing retirement accounts.