- Islandwide (Singapore) Singapore
Working Location
Job Description
Responsibilities
Key Responsibilities:
- Conduct financial need analysis, recommend tailored solutions for wealth accumulation, protection, and legacy planning
- Review client portfolios regularly, stay updated on market trends, and adjust strategies as needed
- Identify and target new affluent clients across diverse wealth segments
- Work with financial advisors and other teams to deliver cohesive wealth management solutions
- Analyze market trends, competitor strategies, and customer segments to inform decisions
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Good comprehension of financial markets
- Ability to work well under pressure and meet deadlines
- Bachelor's degree, Local Polytechnic Diploma
Important Information
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