Private Wealth Specialist

Private Advertiser; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial services provider in Singapore seeks an experienced Private Wealth Specialist to deliver comprehensive financial planning services to high-net-worth clients. You will develop tailored strategies, conduct in-depth analyses, and provide expert guidance on investments and wealth management. The ideal candidate has at least 5 years of experience, strong analytical skills, and relevant qualifications like CFP or CFA. This full-time role also offers competitive remuneration and a supportive team environment.

Benefits

Sign-on bonus for shortlisted candidates

Performance-based bonuses

Comprehensive training opportunities

Flexible working arrangements

Subsidized health and dental benefits

Qualifications

• Minimum 5 years of experience in financial planning or wealth management.
• Strong analytical and problem-solving capabilities.
• Thorough understanding of financial products and investment strategies.

Responsibilities

• Develop and implement tailored financial strategies for clients.
• Conduct in-depth analyses of clients' financial situations.
• Provide expert guidance on financial products and services.

Skills

Financial planning experience

Analytical skills

Communication skills

Interpersonal skills

Client service orientation

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Job description

About the role

As a Private Wealth Specialist, you will play a crucial role in providing comprehensive financial planning services to our discerning high-net-worth clients. This full-time position is based in the Central Region and offers the opportunity to work with a market-leading financial services provider in the heart of Singapore.

What you'll be doing

• Develop and implement tailored financial strategies to help clients achieve their long-term financial goals

• Conduct in-depth analyses of clients' financial situations, including investments, taxes, insurance, and estate planning

• Provide expert guidance on a wide range of financial products and services, including investments, retirement planning, and wealth management

• Build and maintain strong, trusted relationships with clients through regular communication and portfolio reviews

• Stay up-to-date with industry regulations, trends, and best practices to ensure optimal client service

• Collaborate with the broader team to deliver exceptional client experiences and contribute to the overall success of the organization

What we're looking for

• Minimum 5 years of experience in financial planning or wealth management, preferably within the banking and financial services industry

• Strong analytical and problem-solving skills, with the ability to provide tailored financial solutions

• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients

• Thorough understanding of financial products, investment strategies, and regulatory requirements

• Proven track record of delivering exceptional client service and achieving target metrics

• Relevant professional qualifications, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation, are highly desirable

What we offer

• Sign on bonus for shortlisted candidate with high production over the last 3 years!

• Competitive remuneration package, including performance-based bonuses and commission structures

• Comprehensive training and development opportunities to enhance your skills and knowledge

• Collaborative and supportive team environment with opportunities for career progression

• Flexible working arrangements and a range of employee wellness initiatives

• Subsidized health and dental benefits, as well as discounts on financial products and services

Apply now to become our next Private Wealth Specialist and embark on an exciting career journey with us!