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PFPFA Pte Ltd is a comprehensive financial company with a global presence that offers quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers. We offer a suite of financial products and services including broking, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds, fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing and property consultancy.
Role Description
This is a full-time hybrid role for a Wealth Manager located in Singapore with some work from home flexibility. The Wealth Manager will be responsible for managing client portfolios and relationships, creating customized investment strategies, monitoring market trends, and providing financial planning services.
What you are possibly learn here:
Financial Planning, Investment Management, and Investment Skills
Finance and Insurance knowledge
Interpersonal skills and the ability to manage client relationships
Strong analytical and problem-solving skills
Portfolio management and investment strategies
Knowledge of market trends and regulatory requirements
Do note that this role is on basic allowances with commission and it's only open to Singaporeans or PR.
Job ID: 152838181
Skills:
Asset Management, Investment Banking, Private Banking, Financial Services, Relationship Management, Estate planning, Wealth Management, Financial Planning, Investment Management, Business Development, Interpersonal Skills
Skills:
Estate planning, Investment Portfolio Management, Valuation planning, Wealth financial solutions
Skills:
investment portfolio , Solution Design, Mutual Funds, operating companies, Certifications, update client accounts, Bonds, Identify Clients Needs, Insurance Documentation, Fixed Income, Estate planning, Wealth Management, Customer Acquisition, Small Business Financial Management
Skills:
Financial Planning, Estate planning
Skills:
Unit Trust - Ut, unit investment trusts , Lifestyle, Financial Services, trust management, Adaptability, unit trusts, Risk Management, Wealth Management, Consulting, wealth accumulation, Financial Planning, Investment Advisory, Interpersonal Skills