Wealth Managers
SG, Singapore
Job Description
Our clients require Wealth Managers capable of understanding their financial situations and recommending the most appropriate solutions. A typical day as a Wealth Manager is likely to be as such:
Review clients' financial circumstances and understanding their financial goals
Analyse information and customize plans to suit clients
Conduct risk analysis of financial portfolios
Research the marketplace and design financial strategies
Conduct monthly portfolio valuation review meetings
Requirements
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Degree/Diploma in any discipline Certifications in CMFAS Module 5, 9, 9A and HI will be of added advantage Excellent interpersonal and communication skills Team player, who is committed and self-driven, with the ability to respond positively to client request for assistance
How to Apply
:If you are ready to embark on a rewarding career in wealth management, financial advisory, we want to hear from you.
This role is perfect for someone with a keen interest in personal finance and wealth creation, eager to make a meaningful impact on clients' financial well-being.
Submit via CareersFuture to apply
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Job Detail
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Job IdJD1661435
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSG, Singapore
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EducationNot mentioned