Wealth Manager

Roles & Responsibilities

Wealth Manager

📍 Singapore | Full-Time | Hybrid Work Available

Summit Planner Invictus , representing Manulife Financial Advisers

Job Description

Summit Planner Invictus, representing Manulife Financial Advisers , is seeking driven individuals to join our team as Wealth Managers . This is a full-time hybrid role based in Singapore.

You will be responsible for providing financial planning , investment management , and insurance solutions to clients. The role involves assessing financial situations, developing strategies, managing investment portfolios, and ensuring clients achieve their financial goals. Training will be provided for candidates who do not have prior experience.

Key Responsibilities

• Conduct financial needs analysis and develop personalised strategies for clients
• Manage and grow investment portfolios
• Provide insurance and wealth solutions aligned with client objectives
• Stay updated on financial markets, products, and regulatory changes
• Build and maintain long-term client relationships
• Uphold regulatory and compliance standards

Requirements

Additional Information

Tell employers what skills you have

Wealth Management

Asset Management

Microsoft Excel

Assessing

Financial Planning

Interpersonal Skills

Wealth

Private Banking

Needs Analysis

Planner

Investment Management

Mentorship

Multilingual

Compliance

Banking

Financial Services