Wealth Manager

About the job

Our clients require Wealth Managers capable of understanding their financial situations and recommending the most appropriate solutions. A typical day as a Wealth Manager is likely to be as such:

· Review clients’ financial circumstances and understanding their financial goals

· Analyse information and customize plans to suit clients

· Conduct risk analysis of financial portfolios

· Research the marketplace and design financial strategies

· Conduct monthly portfolio valuation review meetings

Requirements

· Degree/Diploma in any discipline


· Certifications in CMFAS Module 5, 9, 9A and HI will be of added advantage


· Excellent interpersonal and communication skills


· Team player, who is committed and self-driven, with the ability to respond positively to client request for assistance


Aspire Alliance Pte. Ltd. 

103 Penang Road #11-05

VisionCrest Commercial

Singapore 238467

Email: askme@aspirealliance.com.sg

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