Wealth Manager

Company Description

Ace Asset Management delivers comprehensive wealth management and investment solutions tailored for both high-net-worth individuals and everyday investors. We specialize in financial planning, portfolio structuring, and long-term wealth strategies to help clients grow, protect, and transfer their assets effectively. Our expertise extends to estate planning services, including will writing and trust planning, to secure wealth preservation and smooth intergenerational asset transfer. At Ace Asset Management, we are dedicated to helping our clients achieve their financial goals.

Role Description

This is a full-time on-site position located in Singapore for a Wealth Manager. Day-to-day responsibilities include providing personalized financial planning services, recommending investment opportunities, managing diversified portfolios, and assisting in long-term wealth strategies for clients. The Wealth Manager will also analyze risk profiles, offer insights into insurance solutions, and support clients in achieving their financial goals. Fresh graduates are welcome to apply as full mentorship is provided.

Qualifications

• Proficiency in Financial Planning and understanding of personal and corporate finance strategies
• Knowledge of Investment Management and Investments, including portfolio structuring and market analysis
• Strong understanding of Finance and Insurance concepts
• Excellent interpersonal, communication, and client relationship management skills
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Ability to work in a team environment and effectively prioritize tasks