Wealth Manager
Summit Planners Exchange
Posted
2 days ago
Singapore
Remote
SGD 5K
Full Time
Sema Summary
As a Wealth Manager at Summit Planners Exchange, you will be responsible for managing client portfolios and providing investment advice. The role requires an understanding of financial markets and the ability to build strong client relationships. This full-time position is based in Singapore and offers hybrid work options. Candidates should be ready to engage with clients and develop tailored financial strategies. A competitive salary and flexible working conditions are offered.
About Company
Summit Planners Exchange specializes in financial advisory services, focusing on wealth management solutions for individual clients and businesses.
Core Requirements
- Bachelor's degree in finance or related field
- Strong analytical skills
- Excellent communication skills
- Proven client management experience
- Knowledge of investment strategies
Responsibilities
- Manage client investment portfolios
- Provide personalized financial advice
- Conduct market research for investment opportunities
- Build and maintain client relationships
- Prepare financial reports and forecasts
- Educate clients on financial products and services
- Collaborate with other financial professionals
Must Have skills
Nice To Have Skills
Job Keywords
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