Wealth Planning Advisor (onshore)

Publix Serving (Civica)

Singapore, Singapore
Comprehensive wealth planning advice
Expertise in insurance products
Client relationship management
The Wealth Planning Advisor provides detailed wealth planning advice to high-net-worth clients in Singapore

Job Summary

  • The Wealth Planning Advisor provides detailed wealth planning advice to high-net-worth clients in Singapore.
  • This role requires collaboration with Client Advisors and Market Managers to deliver tailored insurance solutions.
  • The Advisor must maintain knowledge of industry trends and regulatory changes to ensure effective client support.

Matching Summary

The Wealth Planning Advisor provides detailed wealth planning advice to high-net-worth clients in Singapore.

Skills & Requirements

Must-have

  • comprehensive wealth planning advice
  • expertise in insurance products
  • client relationship management

Nice-to-have

  • advanced communication skills
  • strong ethical judgment
  • client engagement strategies

Key Requirements

  • 5-8 years of experience
  • CMFAS papers (M5, M9, M9A, HI)
  • University Degree qualified

Work Rights

Not specified

Tailored Resume

Cover Letter