jobs in WHITE SOCIETY PTE. LTD.

Kerja Sepenuh Masa HSBC Life Wealth Management Advisor, Gaji tinggi SGD 10,000 di WHITE SOCIETY PTE. LTD. - Maukerja

HSBC Life Wealth Management Advisor

WHITE SOCIETY PTE. LTD.

Sepenuh Masa

Singapore

Kongsi
Simpan

Lokasi Kerja

  • Singapore

Penerangan Kerja

Tanggungjawab

Manage client wealth holistically:
  • Take a comprehensive approach to managing client wealth and investments
  • Consider all aspects of client financial situation and goals
  • Provide integrated solutions for wealth management and planning
Develop long-term financial plans:
  • Work with clients to set and achieve long-term financial goals
  • Develop personalized financial plans aligned with client objectives
  • Review and update plans regularly to reflect changes in client circumstances
Provide investment advice and portfolio management:
  • Offer expert investment advice and guidance
  • Manage client portfolios and make investment decisions
  • Monitor portfolio performance and adjust strategies as needed
Build relationships with high-net-worth clients:
  • Foster strong relationships with affluent clients
  • Understand client goals, needs, and preferences
  • Provide exceptional service and tailored solutions to meet client needs
White Society was born to provide consultancy to companies to enhance their business framework.

​

Connecting the right people and business together is our forte.

We are committed to improve the value we provide to our clients.

Peringatan Penting

Jangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.

Lebih Lanjut