Elite Wealth Manager for Affluent & HNW Clients

sjgroup advisors; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

sjgroup advisors in Singapore seeks a Wealth Manager to cultivate relationships with Affluent and HNW clients, understand financial objectives, and propose tailored wealth management solutions across insurance, leverage products, structured products, and investments.

The role emphasizes delivering exceptional service, participating in networking to grow the client base, and handling larger complex cases with client advisers.

Qualifications

• Minimum A-level (3 passes in H2 and 2 passes in H1) or IB Diploma or polytechnic diploma equivalently.
• Fluent in English; able to communicate with Chinese counterparts.
• Good presentation and interpersonal skills.

Responsibilities

• Cultivate relationships with Affluent and High Net Worth (HNW) clients.
• Comprehend client financial objectives and propose tailored wealth management solutions across insurance, leverage products, structured products, and investments.
• Deliver exceptional customer service during wealth planning.
• Participate in networking and marketing to grow the customer base.
• Handle larger and more complex HNW or UHNW cases with client advisers.

Skills

English fluency

Chinese communication

Education

GCE A Levels / IB Diploma or equivalent

Job description

sjgroup advisors in Singapore seeks a Wealth Manager to cultivate relationships with Affluent and HNW clients, understand financial objectives, and propose tailored wealth management solutions across insurance, leverage products, structured products, and investments.

The role emphasizes delivering exceptional service, participating in networking to grow the client base, and handling larger complex cases with client advisers.