Strategic Wealth Management Advisor
1 month ago
Job Summary:
We are seeking a highly skilled Investment Solutions Expert to join our team at Spring Professional Singapore. The ideal candidate will have a strong background in wealth management and be able to provide bespoke investment ideas and solutions for high net worth clients.
About the Role:
In this role, you will be responsible for providing financial services to clients, including investment advice and portfolio management. You will need to have 3-5 years of experience in a direct investment advisory role and be fluent in English and Mandarin due to communication with internal and external stakeholders.
Key Responsibilities:
- Provide investment advice and solutions to high net worth clients
- Manage client portfolios and make investment recommendations
- Communicate with clients and internal stakeholders to understand their financial needs and goals
Requirements:
Fluency in English and Mandarin
3-5 years of experience in a direct investment advisory role
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