Private Wealth Director

Our client is a well established licensed financial adviser regionally and they are actively hiring for a seasoned sales professional to join them as a Private Wealth Director. This includes providing provides holistic financial planning and sound wealth management advice to B2C stakeholders.

Responsibilities:

• Develop and maintain strong relationships with high-net-worth clients.
• Provide expert advice on wealth management, investment strategies, and financial planning.
• Drive sales and business growth through targeted strategies and client acquisition.
• Collaborate with a team of financial advisers to deliver comprehensive financial solutions.
• Stay updated on market trends and regulatory changes to provide informed advice.

Qualifications:

• Relevant experience in banking, insurance, or financial advisory roles.
• Proven track record in sales and client relationship management.
• Strong knowledge of wealth management products, including investments, insurance, and estate planning.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Passionate about helping clients achieve their financial goals.

What’s next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan