Wealth Manager - Sengkang
Recruit Now Sengkang Full-time
Main responsibilities:
- Develop and manage long-term relationships with clients
- Conduct regular meetings to review and adjust financial strategies
- Serve as the primary point of contact for client inquiries
- Assess clients’ financial situations, risk tolerance, and investment objectives
- Create and implement personalized wealth management plans
- Advise on investment opportunities, estate planning, retirement planning
- Construct and manage investment portfolios in line with client goals
- Monitor market conditions and make portfolio adjustments as needed
- Collaborate with analysts and portfolio managers for research and investment ideas
- Identify and pursue new client acquisition opportunities
Work Schedule:
- 5 day work week (no weekends)
- Full-time
Requirements:
- A Local Diploma in any field
- Preferable but not compulsory - At least 1 year experience in Banking and Finance
HSBCGeylang, 8 km from Sengkang
We specialize in delivering holistic wealth management solutions tailored to the complex needs of high-net-worth individuals, families, and business owners. With a client-first philosophy and a commitment to excellence, we combine deep financial...
HL BANKGeylang, 8 km from Sengkang
The Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients.
This includes the delivery...
NomuraGeylang, 8 km from Sengkang
and considered thought leadership. For further information about Nomura, visit www.nomura.com.
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals...