Wealth Manager
Roles & Responsibilities
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80863812
or email
jiawei@placement.com.sg
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
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Tell employers what skills you have
Wealth Management
Financial Statements Analysis
Investment Advisory
Client Relations
Client Engagement
Insurance Planning
Financial Planning
Wealth Accumulation
Investment Management
Life Insurance
Team Player
Customer Service
Wealth Accumulation Strategies
Financial Services