Wealth Advisory HNW (Banking and Investment)

STAFFELLA RECRUITMENT AGENCY

Islandwide, Singapore
Investment consultation
Client relationship management
Portfolio construction
The role offers a structured platform to develop expertise in investment planning and wealth solutions

Job Summary

  • The role offers a structured platform to develop expertise in investment planning and wealth solutions.
  • Candidates will receive training in portfolio construction, asset allocation, and regulatory compliance understanding.
  • Strong operational and backend support is provided for execution alongside case-based learning.

Matching Summary

Match Score: 85

The role offers a structured platform to develop expertise in investment planning and wealth solutions.

Skills & Requirements

Must-have

  • Investment consultation
  • Client relationship management
  • Portfolio construction
  • Asset allocation
  • Risk profiling

Nice-to-have

  • Driven and people-oriented
  • Structured career pathway
  • Mentorship guidance

Key Requirements

  • Diploma, Polytechnic, or University graduate
  • Mid-career professionals open to career switch

Work Rights

Not specified

Tailored Resume

Cover Letter