about the company.
The client I'm partnering with is a market leader in providing diversified investment solutions and is recognized for its stability and commitment to delivering high-quality financial partnerships.
about the job.
Lead the development and management of a premium client portfolio by providing bespoke financial advisory services.
Design and execute comprehensive wealth preservation and growth strategies tailored to individual client goals.
Conduct evaluations of global investment opportunities and asset classes to optimize portfolio performance.
Manage regular client engagements and reviews to ensure long-term alignment with financial objectives.
Oversee asset allocation and risk management frameworks to safeguard and enhance client wealth.
skills and experience required.
Extensive experience in financial planning and the delivery of sophisticated wealth management services within the HNW/UHNW space.
Advanced proficiency in asset allocation strategies and a deep understanding of global market trends.
Strong analytical capabilities to assess complex financial data and portfolio risk profiles.
Thorough knowledge of regulatory compliance and ethical standards within the Singapore financial landscape.
Please click on the 'apply' button to apply online. (EA: 94C3609/ R21103354 )