Private Wealth Director
at Cornerstone Staffing Pte Ltd
- Full Time
- 1 month ago
- 10,000 - 12,000 USD Monthly
- 1 (vacancy)
Job Role Insights
-
Date Posted:
Posted 1 month ago -
Hiring location
Singapore -
Offered Salary
10,000 - 12,000 USD / Monthly -
Min. Qualification
Bachelor’s Degree -
Experience
3 Years Min -
Job Type
Full Time -
Job Role
Sales & Makerting Executive
What you'll be doing?
- – Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, providing expert advice on wealth management, investment strategies, and financial planning.
- – Sales and Business Growth: Drive sales and business growth through targeted strategies and client acquisition, contributing to the company's success.
- – Collaborative Teamwork: Work alongside a team of financial advisors to deliver comprehensive financial solutions, ensuring client satisfaction.
- – Market Intelligence: Stay updated on market trends and regulatory changes to provide informed advice and maintain a competitive edge.
Who are they looking for?
- – Proven Experience: At least 3 years of experience in banking, insurance, or financial advisory roles, with a strong track record in sales and client relationship management.
- – Product Knowledge: Comprehensive understanding of wealth management products, including investments, insurance, and estate planning.
- – Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills to build lasting client relationships.
- – Self-Motivated Professional: Ability to work independently and as part of a team, with a passion for helping clients achieve their financial goals.
- – Qualifications: Relevant certifications and licenses in financial planning, meeting all specific qualifications for the Private Wealth Director position.
