Senior Wealth Advisor: Client Relationships & Planning

CEREBRIUM CAPITAL PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced wealth manager to support clients in achieving their financial goals. This role involves developing personalized financial plans, managing portfolios, and providing comprehensive financial advice. Ideal candidates will have a background in finance with at least 3 years of relevant experience, excellent analytical skills, and a proficiency in financial analysis tools. We offer a competitive compensation package and a collaborative work environment.

Benefits

Competitive compensation package

Attractive commission structure

Comprehensive health benefits

Qualifications

• 3+ years of experience in wealth management or financial services.
• Proven track record of client relationship building.
• Understanding of financial planning and investment strategies.

Responsibilities

• Develop personalized financial plans for clients.
• Manage and review client portfolios regularly.
• Provide ongoing financial advice and guidance.

Skills

Financial analysis

Client relationship management

Investment product knowledge

Analytical thinking

Communication skills

Education

BA in finance, economics, business administration or related field

Master's degree (preferred)

Tools

Portfolio management software

CRM systems

MS Office suite

Job description

A financial services company in Singapore is seeking an experienced wealth manager to support clients in achieving their financial goals. This role involves developing personalized financial plans, managing portfolios, and providing comprehensive financial advice. Ideal candidates will have a background in finance with at least 3 years of relevant experience, excellent analytical skills, and a proficiency in financial analysis tools. We offer a competitive compensation package and a collaborative work environment.