HNW Wealth Manager
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HNW Wealth Manager · Singapore
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About this role
Key Responsibilities: - Conduct financial need analysis, recommend tailored solutions for wealth accumulation, protection, and legacy planning - Review client portfolios regularly, stay updated on market trends, and adjust strategies as needed - Identify and target new affluent clients across divers
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- Banking and Finance
- Mentoring
- Leadership
- Customer Segmentation Strategy
- Financial Economics
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