Wealth Manager - Hougang - ref. t962823
Recruit Now Hougang 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, 6 km from Hougang
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...
STEENBOK PTE LTDGeylang, 6 km from Hougang
Requirements:
• Experience in Wealth Management systems/products.
• Experience in managing complex projects with strong skills in planning, risk management, and delivery.
• Knowledge of Waterfall and Agile methodologies.
• Excellent communication...
Recruit NowSengkang, 2 km from Hougang
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...