Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions, helping them achieve their financial goals and objectives.
Key Responsibilities
1. Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and expectations.
2. Financial Planning: Develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.
3. Investment Management: Manage client investment portfolios, including asset allocation, security selection, and portfolio rebalancing.
4. Wealth Protection: Provide guidance on wealth protection strategies, including insurance, estate planning, and asset protection.
5. Retirement Planning: Help clients plan for retirement, including creating sustainable income streams and optimizing retirement accounts.
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Job Detail
Job Id
JD1608860
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
SG, Singapore
Education
Not mentioned
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Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.