Wealth Manager

Job Title:
Wealth Manager
Company:
PP Organisation
Sector:
Financial Services
Work Schedule:
Full Time, Monday - Friday, Office hours
Work Location:
Queenstown, Central, Singapore

PP Organisation is a leading financial services company headquartered in Queenstown, Central, Singapore. We provide a wide range of financial solutions to our clients, including investment management, retirement planning, and wealth management. We are currently seeking a top-notch Wealth Manager to join our talented team.

As a Wealth Manager at PP Organisation, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals and families. Your main objective will be to help our clients achieve their financial goals and build wealth over time.

Key responsibilities include:

- Conducting in-depth financial analysis and assessment of clients' financial situations
- Developing personalized financial plans based on clients' goals, risk tolerance, and investment preferences
- Implementing investment strategies and asset allocation recommendations
- Monitoring investment performance and making adjustments as needed
- Providing regular updates and reports to clients on their financial progress
- Educating clients on various investment options and financial planning strategies
- Building and maintaining strong relationships with clients to understand their evolving needs and preferences
- Collaborating with other professionals, such as tax advisors and estate planners, to offer comprehensive financial solutions
- Keeping abreast of market trends, economic developments, and regulatory changes that may impact clients' portfolios
- Meeting sales targets and revenue goals set by the company
- Ensuring compliance with industry regulations and internal policies

To be successful in this role, candidates should possess the following qualifications and skills:

-Able to converse fluently in both English and Mandarin
-Proficient in Microsoft Word,Excel, Office and Powerpoint and canva
- Strong knowledge of investment products, financial markets, and wealth management strategies
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Proficiency in financial analysis tools and software
- Strong problem-solving and decision-making abilities
- Ability to handle confidential information with discretion

PP Organisation offers competitive compensation packages, including base salary, performance bonuses, and benefits. We also provide ongoing training and professional development opportunities to help our employees grow in their careers.

If you are a skilled Wealth Manager looking to take your career to the next level, we invite you to apply for this exciting opportunity at PP Organisation. Join us in helping our clients secure their financial future and achieve their dreams.

Work Schedule:

This job has the following work schedule:
Flexible
5 days / week
Office hours
Benefits &
Perks
This job has the following benefits:
Remote work flexibility
This job is located in Queenstown, Central, Singapore.
Are you interested in this position? If so, apply now and get a response from us fast!
Don’t miss out an opportunity to advance your career to the next level.