Senior Financial Advisor / Leadership opportunities

Kickstart your team-leading journey as a Senior Wealth Manager

At Wealth United, we are committed to being a trusted one-stop platform for every individual, dedicated to providing unwavering support and guidance throughout every stage of life.

Respect, love, and trust are the highest priorities of our culture. We take pride in empowering our Wealth Managers to provide the best solutions for all our valued clients—because when our team thrives, so do the lives we touch.

Whether you’re seeking a leadership role or a more rewarding career, as part of our expansion, we are seeking a highly experienced and driven Senior Wealth Manager to join our elite advisory team.

Employment Type: Full-Time

As a Senior Wealth Manager, you will manage sophisticated client portfolios and deliver bespoke wealth strategies. You will act as a trusted advisor to clients, guiding them through complex financial decisions while contributing to the firm's growth and mentoring rising talent within the organization.

What You’ll Do:

• Develop and manage long-term relationships with high-net-worth and affluent clients
• Deliver comprehensive financial strategies including investment, estate, tax, and retirement planning
• Analyze client needs and provide tailored wealth management solutions
• Collaborate with internal specialists across insurance, investment, and legal services
• Lead client acquisition efforts through strategic networking and referrals
• Provide leadership and mentorship to junior consultants or teams

Who We’re Looking For:

• Minimum 3-5 years of experience in wealth management, private banking, or financial advisory
• Proven track record in managing HNW client relationships and assets
• Strong knowledge of investment products, portfolio management, and financial regulations
• MAS certifications (e.g., CMFAS M6, M6A, M9, M9A, HI, or equivalent)
• Excellent communication, negotiation, and interpersonal skills
• Professional certifications such as CFP, CFA, or equivalent are a strong advantage

Why Choose Wealth United:

• Access to premier wealth management tools, platforms, and products
• Competitive compensation structure with uncapped performance incentives
• Executive-level support in client acquisition, marketing, and operations
• Opportunities to lead wealth advisory teams or establish your own practice unit
• Continuing education and leadership development programs
• A respected brand, high-performing culture, and strong compliance framework

Ready to Redefine Your Career?

It’s never too late to take control of your future. Make the leap into a career that rewards you for helping others. Join Wealth United Singapore and transform lives—starting with your own.

Click Apply now with your resume and a short note about your career background: