Financial Consultant

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD.

Singapore
Not specified
Develop relationships with high-net-worth clients
Design holistic financial plans integrating insurance
Structure long-term asset protection and succession plans
CAN-I International Investment Management Pte. Ltd. is seeking a Financial Consultant to support high-net-worth families and business owners through comprehensive financial planning and wealth management strategies. The ideal candidate should have experience in finance or consulting, along with a commitment to building long-term client relationships

Job Summary

  • The role involves serving cross-border high-net-worth families and business owners with comprehensive financial planning solutions.
  • Responsibilities include designing holistic financial plans that integrate insurance with broader wealth management strategies.
  • Candidates are expected to collaborate with legal, tax, and corporate specialists to ensure compliant and comprehensive client solutions.

Matching Summary

Match Score: 85

CAN-I International Investment Management Pte. Ltd. is seeking a Financial Consultant to support high-net-worth families and business owners through comprehensive financial planning and wealth management strategies. The ideal candidate should have experience in finance or consulting, along with a commitment to building long-term client relationships.

Skills & Requirements

Must-have

  • Develop relationships with high-net-worth clients
  • Design holistic financial plans integrating insurance
  • Structure long-term asset protection and succession plans

Nice-to-have

  • Existing client resources or business networks
  • Prior experience in finance or consulting
  • Demonstrated cross-border exposure
  • Commitment to building a long-term career
  • Professionalism and growth-oriented mindset

Key Requirements

  • Prior experience in finance, wealth management, or consulting
  • Demonstrated cross-border exposure or HNW client experience
  • Commitment to a long-term career in Singapore

Work Rights

Not specified

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