Wealth Strategy & Portfolio Advisor

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

WHITE SOCIETY PTE. LTD. in Singapore is looking for a wealth management advisor to design tailored plans that align with each client's goals and aspirations.

You will analyze client portfolios, recommend asset allocations, and coordinate with clients to set and achieve long-term wealth objectives such as retirement and legacy planning.

The role emphasizes tax efficiency, estate planning, philanthropy, and collaborative guidance to help clients grow and protect wealth over generations.

Responsibilities

• Create tailored wealth management plans aligned with client goals
• Consider all aspects of client wealth, including investments, taxes, and estate planning
• Collaborate with clients to set and achieve wealth objectives
• Offer investment advice and strategies for wealth growth and protection
• Provide guidance on asset allocation, risk management, and wealth preservation
• Help clients navigate complex investment decisions
• Review and analyze client portfolios and wealth plans
• Identify areas for optimization and improvement
• Implement changes to enhance portfolio performance and alignment with goals
• Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)
• Consider estate planning, tax efficiency, and intergenerational wealth transfer
• Provide guidance on philanthropy and charitable giving strategies

Job description

WHITE SOCIETY PTE. LTD. in Singapore is looking for a wealth management advisor to design tailored plans that align with each client's goals and aspirations.

You will analyze client portfolios, recommend asset allocations, and coordinate with clients to set and achieve long-term wealth objectives such as retirement and legacy planning.

The role emphasizes tax efficiency, estate planning, philanthropy, and collaborative guidance to help clients grow and protect wealth over generations.