Job Responsibilities:
· Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
· Conduct comprehensive financial assessments for clients, analyzing their current financial positions, income, expenses, and assets to develop personalized wealth management strategies.
· Provide expert advice on investment opportunities, estate planning, tax optimization, and other financial planning aspects tailored to the unique needs and objectives of each client.
· Design and implement strategic investment portfolios aligned with clients' risk profiles, financial objectives, and market conditions.
· Advise clients on wealth preservation strategies, including the development and implementation of effective estate plans, trusts, and tax-efficient structures to protect and transfer wealth to future generations.
· Educate clients on financial markets, investment strategies, and economic trends to empower them in making informed decisions about their wealth.
Requirements:
· GCE A'levels, Local Diploma holder & above
· Communication and Interpersonal Skills
· Analytical and Problem-Solving Abilities
· Individuals with a strong desire to learn and grow.
· Excellent communication skills and the ability to work effectively in a team.
Interested applicants, please write in through Jobsbank with detailed resume in MS Words format
EA License Number: 23C1730
Please Provide:
1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.