WEALTH STRATEGY ADVISOR

WHITE SOCIETY PTE. LTD.

Singapore
Sgd 4,000 - 8,000 / monthly pm
On-site
Tailored wealth management plans
Investment advice and planning
Portfolio analysis and optimization
The role involves creating tailored wealth management plans that align with specific client goals across investments, taxes, and estate planning

Job Summary

  • The role involves creating tailored wealth management plans that align with specific client goals across investments, taxes, and estate planning.
  • Candidates will provide strategic investment advice to ensure wealth growth, protection, and effective asset allocation.
  • The position focuses on optimizing client portfolios and guiding them through long-term legacy planning and intergenerational wealth transfer.

Matching Summary

Match Score: 85

The role involves creating tailored wealth management plans that align with specific client goals across investments, taxes, and estate planning.

Salary

SGD 4,000 - 8,000 / Monthly

Skills & Requirements

Must-have

  • Tailored wealth management plans
  • Investment advice and planning
  • Portfolio analysis and optimization
  • Estate planning and tax efficiency
  • Legacy and retirement goal setting

Nice-to-have

  • Philanthropy and charitable giving guidance
  • Complex investment decision navigation
  • Client collaboration for objectives
  • Intergenerational wealth transfer expertise

Work Rights

Not specified

Tailored Resume

Cover Letter