Company Overview

SJ Group Advisors prioritizes clients and associates, building trust through transparent, innovative financial advisory services. Our dedicated team guides clients on their financial journey with integrity and accountability, fostering lasting relationships and shared success.

Job Summary

A Wealth Manager supports affluent and high net worth clients by managing, growing, and protecting their wealth through tailored financial strategies and comprehensive advisory services.

Responsibilities

Cultivate and maintain strong relationships with affluent and high net worth clients to understand their financial goals
Analyze clients financial objectives and design customized wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to protect and grow their assets
Provide attentive and personalized customer service to ensure a positive and seamless wealth planning experience
Engage in networking and marketing activities to expand the client base and enhance business growth
Manage complex cases involving high net worth and ultra-high net worth clients, coordinating with clients and their advisers to deliver comprehensive financial solutions

Preferred competencies and qualifications

Minimum full certificate in GCE A Level (3 passes in H2 subjects and 2 passes in H1 subjects), International Baccalaureate Diploma, diploma from a Singapore polytechnic, or equivalent academic qualification
Proficient in English communication
Strong presentation and interpersonal skills demonstrated through client interactions and business development
Experience in financial services or related fields is advantageous
Ability to quickly learn and adapt in a dynamic, fast-paced environment
Enthusiasm for the financial services industry and a passion for client service

Wealth Manager (Affluent and High Net Worth)