Wealth Management Associate

J.S.F

Balestier, D12, Singapore
Sgd 4,000 - 6,000 / monthly pm
On-site
Investment strategy development
Portfolio planning and management
Client advisory and relationship management
J.S.F is seeking a Wealth Management Associate to develop customized investment strategies for affluent clients in Singapore. The role emphasizes client advisory, portfolio management, business development, and compliance, requiring a blend of analytical skills and strong client relationship abilities

Job Summary

  • Develop customized investment strategies for affluent clients based on risk appetite and financial objectives.
  • Offer comprehensive advice on retirement, estate planning, and tax minimization to optimize wealth.
  • Attract and retain high-net-worth clients through networking, referrals, and high-quality service.

Matching Summary

Match Score: 85

J.S.F is seeking a Wealth Management Associate to develop customized investment strategies for affluent clients in Singapore. The role emphasizes client advisory, portfolio management, business development, and compliance, requiring a blend of analytical skills and strong client relationship abilities.

Salary

SGD 4,000 - 6,000 / Monthly

Skills & Requirements

Must-have

  • investment strategy development
  • portfolio planning and management
  • client advisory and relationship management
  • business development for high-net-worth clients
  • compliance with regulatory standards

Nice-to-have

  • networking and referrals
  • market trend analysis
  • risk assessment

Work Rights

Not specified

Tailored Resume

Cover Letter