Senior Wealth Advisor, Wealth Management/ S$20,000 - S$26,000 (ID: 669853)
Core
Develop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.
Role type
Senior Wealth Advisor
Builds
Client portfolios and AUM growth
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Investment advisory, Asset allocation, Trading and execution, Wealth planning, Sales, Communication, Language skills
Preferred skills
Securities dealing experience, MBA degree
Technologies
Equities, Fixed income, Foreign exchange, Futures, Options, Mutual funds, Hedge funds, PE funds, Structured products
Responsibilities
Develop and maintain business relationships with target clients, Provide investment advisory and asset allocation services, Provide trading and execution services for clients, Assist clients on wealth planning and preservation