Wealth Management Advisor

Company Description Azimut Group, founded in 1989 and listed on the Italian Stock Exchange since 2004, is a global asset and wealth management company with a presence in 20 countries. Azimut Investment Management Singapore Ltd. is one of the largest independent wealth managers in Singapore, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) private clients. The firm offers comprehensive wealth management, fund management, and family office solutions tailored to complex client needs. Azimut Singapore holds a Capital Markets Services (CMS) license and is regulated by the Monetary Authority of Singapore (MAS), providing a stable, well-governed environment for both clients and team members. Professionals joining Azimut Singapore can expect an international platform with strong local capabilities and a focus on long-term client relationships.

Role Description The Wealth Management Advisor is a full-time, hybrid role based in Singapore, with a mix of in-office and work-from-home arrangements. The Advisor will manage and grow a portfolio of HNW and UHNW clients by providing holistic financial advice, including investment solutions, retirement planning, and wealth preservation strategies. Day-to-day responsibilities include assessing client needs and risk profiles, developing tailored financial plans, recommending suitable investment products, and regularly reviewing portfolios to ensure alignment with client objectives. The Advisor will collaborate with internal product specialists and investment teams, prepare clear and compliant client proposals, and maintain accurate records in line with regulatory requirements. The role also involves prospecting and networking to acquire new clients, delivering high-quality service, and staying current on market developments, regulatory changes, and Azimut's product offerings.

Qualifications

• Strong financial advisory expertise, including Financial Planning and Retirement Planning skills, with the ability to design comprehensive, goal-based solutions for HNW and UHNW clients.
• Solid technical knowledge of Investments and Finance, including familiarity with multi-asset portfolios, risk management, and global markets.
• Proven experience delivering Wealth Management Services, such as portfolio construction, asset allocation, and estate or succession planning support.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or equivalent are highly advantageous.
• Strong client relationship management and communication skills, with the ability to explain complex concepts clearly and operate with high ethical and professional standards.
• Track record in developing new business through networking and referrals, and comfort working in a regulated environment under MAS guidelines.
• Ability to work effectively in a hybrid setting, demonstrating self-motivation, strong organizational skills, and collaborative teamwork in a multicultural environment.