About the role
Mid-level financial advisory role focused on wealth management and investment guidance for individual and business clients. The position involves building client relationships and providing tailored financial strategies within a major Singapore bank.
BankingOnsite
Key Responsibilities
- Advise clients on wealth management strategies and investment products
- Build strong client relationships through excellent interpersonal skills
- Serve as a trusted advisor in wealth management matters
Requirements
- A degree in a relevant field, such as finance or economics
- At least 5 years of experience in wealth management or a related field
- Strong knowledge of investment products and wealth management strategies
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- A strong understanding of the financial services industry and market trends
- A professional certification, such as CFP or CFA, is desirable