Senior Wealth Advisor: Client Relationships & Planning

CEREBRIUM CAPITAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore seeks an experienced wealth manager to develop personalized financial plans and manage client portfolios. The ideal candidate will have over 3 years of experience in wealth management and a strong understanding of financial markets. Responsibilities include providing expert financial advice and maintaining solid client relationships. Comprehensive health benefits and a collaborative environment are offered.

Benefits

Competitive compensation package

Attractive commission structure

Comprehensive health benefits

Collaborative work environment

Qualifications

• 3+ years of experience in wealth management or financial services.
• Strong understanding of financial markets and investment products.
• Integrity and ethical conduct following regulatory guidelines.

Responsibilities

• Develop and manage personalized financial plans for clients.
• Monitor portfolia performance and make necessary adjustments.
• Provide ongoing financial advice and guidance to clients.

Skills

Interpersonal skills

Analytical ability

Financial analysis tools proficiency

Portfolio management software

Communication skills

Education

BA in finance, economics, business administration or related field

Master's degree in finance, accounting, or related field

Tools

CRM systems

MS Office suite

Job description

A leading financial advisory firm in Singapore seeks an experienced wealth manager to develop personalized financial plans and manage client portfolios. The ideal candidate will have over 3 years of experience in wealth management and a strong understanding of financial markets. Responsibilities include providing expert financial advice and maintaining solid client relationships. Comprehensive health benefits and a collaborative environment are offered.