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Remote AI-Driven Wealth Advisor for UHNW Clients

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SGD 60 000 - 80 000
Il y a 9 jours
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Remote AI-Driven Wealth Advisor for UHNW Clients
Mercor
Singapour
À distance
SGD 60 000 - 80 000
Plein temps
Il y a 9 jours

Résumé du poste

A wealth advisory group in Singapore is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients through personalized financial planning. You will provide exceptional service while implementing investment strategies tailored to individual client goals. The role offers flexible hours and a chance to work remotely with a global team dedicated to transforming wealth management through innovative solutions.

Prestations

Flexible working hours
Remote work
Access to cutting-edge portfolio tools

Qualifications

  • 5 years of experience in wealth management, private banking, or RIA environments.
  • Proven track record managing $20M in client assets.
  • Strong interpersonal and relationship-building skills with a client-first mindset.

Responsabilités

  • Manage and deepen relationships with HNW and UHNW clients.
  • Develop and implement holistic financial and investment plans.
  • Conduct asset allocation portfolio reviews and performance evaluations.

Connaissances

Wealth management expertise
Client communication
Relationship building

Formation

CFP, CFA, CPA, or MBA preferred

Outils

Financial planning software
CRM systems
Investment platforms
Description du poste
A wealth advisory group in Singapore is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients through personalized financial planning. You will provide exceptional service while implementing investment strategies tailored to individual client goals. The role offers flexible hours and a chance to work remotely with a global team dedicated to transforming wealth management through innovative solutions.

* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.