Wealth Management Advisor

Company Description Azimut Investment Management Singapore Ltd. is part of the Azimut Group, an independent asset management group established in 1989 and listed on the Italian Stock Exchange since 2004. The Group operates in 20 countries, offering global reach and diversified expertise. Azimut Singapore is one of the largest independent wealth managers in Singapore, providing wealth management, fund management, and family office solutions to high-net-worth and ultra-high-net-worth private clients. The firm holds a Capital Markets Services (CMS) license and is regulated by the Monetary Authority of Singapore (MAS), reflecting its strong governance and compliance standards. Professionals joining Azimut Singapore can expect an entrepreneurial yet disciplined environment with a focus on client-centric advisory services.

Role Description:

I am hiring for my team and we are expanding in both Singapore and Hong Kong.

This is a full-time Wealth Management Advisor role based in Singapore, offered on a hybrid work arrangement with some flexibility to work from home. The Wealth Management Advisor will develop, manage, and deepen relationships with high-net-worth and ultra-high-net-worth clients, providing holistic wealth management advice aligned with clients financial goals and risk profiles. Day-to-day responsibilities include assessing client needs, preparing and presenting tailored investment and financial plans, monitoring portfolios, and recommending appropriate adjustments. The role also involves collaborating with internal investment specialists and product teams, ensuring advice is compliant with regulatory requirements and internal policies. The advisor will proactively identify new business opportunities, participate in client events, and maintain high standards of service, documentation, and ethical conduct.

Qualifications

• Highly Independent, Entrepreneurial and Resourceful Individual.
• Solid knowledge of Investments and Finance to construct, explain, and review diversified portfolios across asset classes.
• Strong capabilities in Financial Planning and Retirement Planning to design comprehensive, long-term client strategies.
• Proven experience delivering Wealth Management Services to HNW and UHNW clients in a regulated environment.
• Relevant tertiary qualification in Finance, Economics, Business, or a related field; professional certifications such as CFA, CFP, or equivalent are advantageous.
• Familiarity with MAS regulations and Singapore wealth management practices, including suitability and know-your-client requirements.
• Excellent communication, relationship management, and presentation skills, with the ability to explain complex topics clearly.
• Demonstrated integrity, client-centric mindset, and the ability to work both independently and collaboratively in a high-performance team.
• Fluency in English; additional language skills relevant to regional client segments are an advantage.