Wealth Manager

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This role is for a Wealth Manager based in Singapore, focusing on delivering financial planning, investment management, and long-term wealth strategies for clients. The position involves advising individuals on portfolio structuring, insurance solutions, and asset growth, protection, and transfer.

It is suitable for both experienced candidates and fresh graduates, with mentorship provided to support development in the role.

This role combines financial advisory, portfolio management, and client relationship management, with a focus on delivering practical and structured wealth solutions.

Key Responsibilities

• Provide financial planning services tailored to individual client needs
• Recommend investment opportunities and manage diversified portfolios
• Develop and implement long-term wealth strategies
• Analyse client risk profiles and align solutions accordingly
• Advise on insurance solutions as part of overall financial planning
• Support clients in achieving their financial goals through ongoing engagement

Requirements

• A Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Knowledge of Financial Planning, Investment Management, and Investments
• Understanding of Finance and Insurance concepts
• Strong interpersonal, communication, and client relationship management skills
• Ability to work in a team and manage priorities effectively

Career Development

• Mentorship and training provided, including for fresh graduates
• Exposure to financial planning, portfolio management, and client advisory