Family Wealth Consultant
As a Family Wealth Consultant at Unicorn, you will provide comprehensive wealth planning and investment advisory services to individuals and families. The role involves crafting personalized financial plans, managing legacy and succession planning, and building long-term client relationships. Candidates must possess strong interpersonal skills and a commitment to professional integrity. This is an onsite role based in Singapore.
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Experience
Experience not specified
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
As a Family Wealth Consultant at Unicorn, you will provide comprehensive wealth planning and investment advisory services to individuals and families. The role involves crafting personalized financial plans, managing legacy and succession planning, and building long-term client relationships. Candidates must possess strong interpersonal skills and a commitment to professional integrity. This is an onsite role based in Singapore.
TAL's take
The role is at an unfamiliar tier-2 company with a clearly defined but generic financial advisory scope.
The JD clearly outlines the advisory and relationship management expectations despite lacking technical stack requirements.
Must haves
- Singaporean or PR
- Minimum A Level or Diploma
- Excellent communication and interpersonal skills
- Strong problem-solving abilities
- Keen attention to detail
About the company
Unfamiliar company, default mid-tier.
Posts mentioning Unicorn
Should I switch?
Graduated in 2021 have 2 yoe working in a b2b unicorn as sde-1, earning 20lpa fixed no esops. I made one switch last year. But now I realised I was learning more in my previous product company. Here most of the work is boring like writing repeated sql queries minor bug fixes and very little coding. Is 20lpa low as per industry standards for 2 yoe in bengaluru ?
Groww Ventures Into Wealth Management With Brand 'W'
- Investment tech unicorn Groww is set to enter the wealth management segment under a new brand, 'W'. - 'W' will offer portfolio management services (PMS) and alternative investment funds (AIF) to Groww's 15 million affluent users. - The company plans to acquire businesses to strengthen its wealth management offerings. - Groww aims to build an omnichannel presence specifically for high-net-worth individual (HNI) clients. - As it prepares for an IPO, Groww is diversifying its services to cater to affluent clients. Source: [Inc42](https://inc42.com/buzz/groww-looking-to-enter-wealth-management-space-under-a-new-brand/)
U.S. based companies in India which have good work culture are hiring currently?
I have been working at an Indian Unicorn for more than 2 years now. At a decent positon. Would want to make a career switch but overall culture, sentiment and work pressure in most Indian startups are downhill lately. Any suggestions for the switch?