Wealth Advisor

AVRIO WEALTH PTE. LTD.

Singapore, SG
Not specified (assumed to be onsite or hybrid based on the nature of the role).
4 years finance industry experience
High-net-worth client management
Fiduciary standards and ethics
AVRIO Wealth PTE. LTD. is seeking an experienced Wealth Advisor to join their team in Singapore. The ideal candidate should have a strong background in wealth management, particularly with high-net-worth clients, and possess excellent interpersonal and analytical skills

Job Summary

  • This role offers a seasoned professional the opportunity to apply fiduciary and wealth management knowledge to a diverse, high-profile client base.
  • The ideal candidate will demonstrate a proven track record of managing client relationships while providing strategic financial advice with the highest ethical standards.
  • Candidates must possess in-depth knowledge of tax planning, estate planning, and investment management to serve high-net-worth individuals effectively.

Matching Summary

Match Score: 85

AVRIO Wealth PTE. LTD. is seeking an experienced Wealth Advisor to join their team in Singapore. The ideal candidate should have a strong background in wealth management, particularly with high-net-worth clients, and possess excellent interpersonal and analytical skills.

Skills & Requirements

Must-have

  • 4 years finance industry experience
  • High-net-worth client management
  • Fiduciary standards and ethics
  • Tax and estate planning knowledge
  • Investment management expertise

Nice-to-have

  • Strong business development track record
  • Excellent interpersonal communication skills
  • Self-motivated and goal-oriented
  • Proficient in financial planning software

Key Requirements

  • Minimum 4 years experience in financial planning or wealth management
  • Bachelor's degree in Business, Finance, Accounting, or related field
  • Must be based in Singapore

Work Rights

Must be based in Singapore

Tailored Resume

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