Elite Wealth Manager for High-Net-Worth Portfolios

Nityo Infotech Limited; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Nityo Infotech Limited seeks an experienced Wealth Management Advisor in Singapore to manage client portfolios and deliver tailored investment strategies. You will conduct comprehensive financial planning, monitor markets, and maintain strong client relationships to meet financial goals.

You will collaborate with private bankers and investment specialists to provide holistic solutions while staying compliant with evolving regulatory standards.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; MBA preferred.
• Minimum five years in wealth management, ideally with a private bank or investment firm.
• Deep knowledge of equities, fixed income, alternatives and derivatives.

Responsibilities

• Manage a portfolio of high net worth individuals and families with wealth management services.
• Develop and implement customized investment strategies based on client objectives and risk tolerance.
• Conduct comprehensive financial planning, including retirement, estate, tax and insurance planning.
• Monitor market trends and identify growth/diversification opportunities in portfolios.
• Build long-term client relationships with timely advice and exemplary service.
• Collaborate with private bankers, relationship managers and investment specialists to deliver holistic solutions.
• Stay updated on regulatory changes and industry developments to provide best guidance.

Education

Bachelor’s degree in Finance, Economics, or related field

MBA preferred

Strong analytical abilities

Excellent verbal and written communication

Relationship building and client rapport

Discretion and integrity

Creative investment ideas

Financial modeling software

Estate planning and trust knowledge

Tools

Financial modeling software

Database management tools

Job description

Nityo Infotech Limited seeks an experienced Wealth Management Advisor in Singapore to manage client portfolios and deliver tailored investment strategies. You will conduct comprehensive financial planning, monitor markets, and maintain strong client relationships to meet financial goals.

You will collaborate with private bankers and investment specialists to provide holistic solutions while staying compliant with evolving regulatory standards.