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This site is for accredited investors, professional investors, investment managers and financial professionals only.
You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
Providend Client Adviser
Read the full job details at Jobs Center
Responsibilities
- To source for and advise affluent and/or High Net Worth clients on comprehensive financial planning, with a specialization in RetireWell, our proprietary Retirement Planning methodology.
- To provide risk coaching to clients on an ongoing basis
- Managing client relationship for the long term
Requirements
- Article continues below -
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- Regulatory Licenses: M5, M6, M8, M8A, M9, M9A
- Minimum University Bachelor’s Degree
- At least 3 years of experience as a Priority banker or other related experience
- Aspire to build a sizeable client base with a good recurring income
Read the full job details at Jobs Center
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About Providend
As a licensed financial adviser and a registered fund management company with Monetary Authority of Singapore, We are more than able to help you do general financial planning work. However, over the years, we have come to be known as a specialist in retirement planning.
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?
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- Manage $20 million to $3 billion of assets
- Invest $3 million to $300 million
- Advise institutions, billionaires, UHNWs & HNWs
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