Wealth Management Associate

Company Description

APX Financial, a branch of Manulife Financial Advisers Pte. Ltd., provides holistic wealth strategies across Asia, integrating investment expertise, risk protection, and legacy planning. With a focus on creating, accumulating, protecting, and passing wealth across generations, APX Financial serves a diverse clientele, including professionals, retirees, and wealth founders. Known for its academically, professionally, and ethically competent team, APX Financial delivers bespoke solutions tailored to each client's unique financial journey. The company emphasizes an unbiased, client-centric approach to achieve long-term wealth outcomes for its clients.

Role Description

This is a full-time on-site role based in Singapore for a Wealth Management Associate. The role involves assisting clients with financial planning, investment strategies, and retirement planning to ensure they meet their long-term financial goals. Responsibilities include analyzing financial data, providing personalized recommendations, maintaining strong client relationships, and staying updated on market trends and financial products.

Qualifications

• Financial Planning and Investments expertise to provide tailored strategies and solutions
• Strong Analytical Skills to evaluate market trends and client financial data effectively
• Excellent Communication skills to build and maintain client relationships and present financial plans
• Background in Finance with an understanding of wealth and asset management
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFP, CFA, or equivalent will be advantageous
• Ability to work collaboratively in a team-oriented environment