Wealth Manager

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