CLIENT INVESTMENT SPECIALIST

WHITE SOCIETY PTE. LTD.

Singapore
Conduct client meetings to understand goals
Assess client financial situation and risk appetite
Create tailored investment plans based on profile
The role involves conducting client meetings to deeply understand investment objectives and risk appetite

Job Summary

  • The role involves conducting client meetings to deeply understand investment objectives and risk appetite.
  • You will create and implement personalized investment plans that align with specific client goals such as wealth growth or retirement planning.
  • Regular updates and portfolio adjustments are required to ensure investments remain aligned with evolving client needs.

Matching Summary

Match Score: 85

The role involves conducting client meetings to deeply understand investment objectives and risk appetite.

Skills & Requirements

Must-have

  • Conduct client meetings to understand goals
  • Assess client financial situation and risk appetite
  • Create tailored investment plans based on profile
  • Monitor portfolio performance and rebalance as needed

Nice-to-have

  • Strong communication skills for strategy discussions
  • Ability to adapt strategies to changing needs
  • Experience in retirement planning or wealth growth

Work Rights

Not specified

Tailored Resume

Cover Letter