Wealth Manager
PhillipCapital
Posted
yesterday
Singapore
Remote
SGD 5K
Full Time
Sema Summary
As a Wealth Manager at PhillipCapital, you will focus on humanizing finance and providing clients with tailored guidance for their investments. This role requires a proactive approach to managing client relationships and presenting investment solutions. Although specific experience level qualifications are not mentioned, a strong background in finance and client management will be advantageous. The job is hybrid and located in Singapore, reflecting a flexible work environment. Candidates are expected to demonstrate both analytical and interpersonal skills in finance.
About Company
PhillipCapital is a financial services firm committed to delivering personalized investment solutions and guidance to clients, aiming to humanize finance.
Core Requirements
- Bachelor's degree in finance or related field
- Proven experience in wealth management
- Strong client management skills
- Excellent communication abilities
- Analytical thinking
Responsibilities
- Manage client investment portfolios
- Develop personalized wealth strategies
- Maintain strong client relationships
- Conduct market analysis
- Provide financial advice and guidance
- Identify potential clients and leads
- Stay updated on financial regulations
Must Have skills
Nice To Have Skills
Job Keywords
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