Executive Wealth Manager

Infinity Financial Advisory; Singapore; Hybrid; SGD 120,000 - 200,000; Full time

Job summary

Infinity Financial Advisory in Singapore is seeking an Executive Wealth Manager to join our full-time, hybrid team. You will provide comprehensive financial planning and wealth management advice to a portfolio of clients.

You will assess goals, risk profiles and time horizons; develop investment strategies; review portfolios; and recommend insurance solutions. Collaboration with internal teams and active client relationship management are key.

Qualifications

• Strong capabilities in Financial Planning and Finance to advise clients on holistic wealth strategies and long-term goals.
• Proficiency in Investment Management to construct, monitor, and adjust client portfolios.
• Knowledge of Insurance solutions to address protection, risk management, and estate planning needs.
• Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, ChFC) are advantageous.
• Proven experience in wealth management, private banking, or financial advisory, with a track record of building and maintaining client relationships.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and sound judgment.
• Excellent communication and interpersonal skills, with the ability to present complex financial concepts in a clear and accessible manner.
• Comfort working in a hybrid environment, high level of integrity, and commitment to regulatory compliance and ethical practice.

Responsibilities

• Provide comprehensive financial planning and wealth management to a portfolio of clients.
• Assess financial goals, risk profiles, and time horizons.
• Develop and implement investment strategies; review portfolios regularly.
• Recommend insurance and protection solutions for clients.
• Prepare and present financial reports; maintain accurate client records.
• Collaborate with internal teams; participate in training; actively manage client relationships.

Skills

Financial Planning

Investment Management

Insurance solutions

Client relationship management

Regulatory compliance

Communication skills

Analytical skills

Hybrid work readiness

Education

Finance/Business/Economics degree

CFP/CFA/ChFC certifications advantageous

Job description

Company Description Infinity Financial Advisory is focused on building an integrated ecosystem that offers a full suite of advisory and support capabilities for financial professionals.

The firm emphasizes growth without boundaries and aims to create meaningful impact for clients and consultants alike.

Infinity Financial Advisory is dedicated to helping its consultants succeed at every stage of their careers through structured support, resources, and collaboration. Interested individuals can learn more about the company’s services and culture through its online channels or by contacting the team directly.

Role Description

The Executive Wealth Manager is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. Day-to-day responsibilities include providing comprehensive financial planning and wealth management advice to a portfolio of clients, including assessing financial goals, risk profiles, and time horizons.

The role involves developing and implementing investment strategies, reviewing portfolios regularly, and recommending appropriate insurance and protection solutions.

The Executive Wealth Manager will also prepare and present financial reports, maintain accurate client records, and ensure all advisory activities comply with regulatory and company standards. Collaboration with internal teams, participation in training, and active client relationship management are key components of this position.

Qualifications

• Strong capabilities in Financial Planning and Finance to advise clients on holistic wealth strategies and long-term goals.
• Proficiency in Investment Management and Investments to construct, monitor, and adjust client portfolios.
• Knowledge of Insurance solutions to address protection, risk management, and estate planning needs.
• Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, ChFC) are advantageous.
• Proven experience in wealth management, private banking, or financial advisory, with a track record of building and maintaining client relationships.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and sound judgment.
• Excellent communication and interpersonal skills, with the ability to present complex financial concepts in a clear and accessible manner.
• Comfort working in a hybrid environment, high level of integrity, and commitment to regulatory compliance and ethical practice.