Wealth Financial Consultant

PINNACLE GLOBAL ASSETS PTE. LTD.

Date: 1 week ago

City: Singapore, Singapore

Salary: SGD 4,000 - SGD 7,000 / mo

Contract type: Full time

Key Responsibilities

Financial Planning: Create personalized plans for retirement, wealth transfer, and asset growth.
Portfolio Management: Monitor market trends, rebalance investments, and review client assets.
Client Relations: Build trust, understand changing client needs, and provide ongoing support.
Product Advisory: Recommend suitable solutions across investments, savings, and protection.

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