Executive Wealth Manager

Infinity Financial Advisory Pte Ltd.; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

Infinity Financial Advisory Pte Ltd. in Singapore is seeking an Executive Wealth Manager to join a full-time, hybrid role based in Singapore with some work-from-home flexibility.

You will manage and grow a portfolio of high-net-worth and emerging affluent clients, designing tailored investment and protection strategies and providing ongoing portfolio monitoring and reviews, while collaborating with internal teams to maintain high service standards.

Qualifications

• Experience in wealth management and investment advisory.
• Ability to explain complex concepts clearly and provide guidance.
• Familiarity with Singapore financial regulations and markets.
• Proficient in using digital tools for portfolio reporting and remote communication.
• Strong integrity and client confidentiality.

Responsibilities

• Manage and grow a portfolio of high-net-worth and emerging affluent clients.
• Conduct financial assessments and design tailored investment and protection plans.
• Provide ongoing portfolio monitoring and regular reviews.
• Prepare and present financial proposals and collaborate with internal teams.
• Engage clients through meetings and events to deepen relationships.

Skills

Wealth management experience

Client relationship management

Regulatory knowledge (Singapore)

Digital tools for portfolio management

Financial analysis and planning

Communication and advisory skills

Education

Finance/Business/Economics degree

CFA/CFP or equivalent (advantage)

Tools

CRM systems

Portfolio reporting tools

Job description

Infinity Financial Advisory is committed to building an integrated ecosystem that offers a full suite of advisory and support capabilities for financial professionals. The firm focuses on empowering its consultants to succeed at every stage of their careers through structured guidance, resources, and collaborative support.

Infinity Financial Advisory emphasizes innovation, impact, and continuous improvement in wealth management and financial advisory services. Prospective team members can learn more about the company's culture and offerings via its online channels or by reaching out directly to the firm.

Role Description

The Executive Wealth Manager is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements.

This role involves managing and growing a portfolio of high-net-worth and emerging affluent clients through comprehensive financial and wealth planning.

Day-to-day responsibilities include conducting financial assessments, designing tailored investment and protection strategies, and providing ongoing portfolio monitoring and reviews.

Executive Wealth Manager will also prepare and present financial proposals, collaborate with internal teams to ensure high service standards, and stay informed on market developments, regulations, and new products.

The role requires proactive client engagement, including regular meetings, follow-ups, and participation in client events to deepen relationships and drive business growth.

Qualifications

• Strong financial analysis and planning skills, including experience in wealth management, investment advisory, and risk assessment.
• Proficiency in client relationship management, with the ability to build trust, communicate complex concepts clearly, and provide consultative guidance.
• Solid understanding of financial markets, regulatory requirements in Singapore, and a willingness to stay current with industry trends and products.
• Competence in using digital tools and platforms for portfolio management, client reporting, and remote communication.
• Relevant professional qualifications (e.g., degree in Finance, Business, Economics, or related field; CFA, CFP, or other financial certifications are an advantage).
• Demonstrated integrity, professionalism, and a strong sense of responsibility in handling confidential financial information.
• Ability to work both independently and collaboratively in a hybrid work environment, managing time and priorities effectively.
• Prior experience in wealth management, financial advisory, or private banking is highly beneficial.