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Wealth Manager

Wealth Manager

MICHAEL PAGE INTERNATIONAL PTE LTDSingapore
27 days ago
Job description
  • Leading Financial Advisory Firm
  • Dynamic Team
  • About Our Client

    Our client is a leading financial advisory firm dedicated to delivering tailored wealth management solutions. With a strong client-first approach, they specialise in financial planning, investment management and estate planning to help individuals and families achieve their long-term financial goals. Their team of professionals leverages market insights, advanced financial strategies, and a robust support system to provide best-in-class advisory services.

    Job Description

    • Develop and implement comprehensive financial plans for high-net-worth individuals and families, covering investments, insurance, retirement, and estate planning.
    • Provide strategic investment advice tailored to client's risk appetite, financial objectives, and market conditions.
    • Cultivate and manage a portfolio of clients, ensuring long-term relationships through consistent engagement and value-added financial solutions.
    • Stay updated on financial products, market trends, regulatory changes, and economic developments to provide informed recommendations.
    • Collaborate with internal teams, including research and product specialists, to enhance client offerings.
    • Ensure compliance with all regulatory requirements and uphold the highest ethical standards in financial advisory practices.
    • The Successful Applicant

    • Proven experience as a Wealth Manager or Financial Advisor with a strong track record in managing client portfolios.
    • Deep understanding of financial markets, investment strategies, and wealth management products.
    • Excellent communication and interpersonal skills, with the ability to build strong client relationships and explain complex financial concepts clearly.
    • CMFAS certifications (M5, M9, M9A, HI) are required, while M8, M8A, and GI are desirable.
    • Strong business development acumen and the ability to expand a client base.
    • What's on Offer

    • A competitive compensation package, including base salary and performance-based incentives.
    • Access to a strong support system, including training, research, and lead generation.
    • Opportunities for professional development and career advancement.
    • A dynamic and collaborative work environment that fosters growth and success.
    • Contact

      Devan Nanthacumar (Lic No : R1871442 / EA no : 18S9099)

      Quote job ref

      JN-032024-6362300

      Phone number

    • 65 6416 9879
    • Michael Page International Pte Ltd | Registration No. 199804751N

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    Wealth Manager • Singapore