Senior Wealth Manager for High-Net-Worth Portfolios

Tech Aalto Pte ltd; Singapore; On-site; SGD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation package

Attractive commission structure

Comprehensive health benefits

Collaborative work environment

Job summary

Tech Aalto Pte Ltd in Singapore is seeking a dynamic Wealth Manager to guide High net-worth clients toward their financial objectives. You will develop personalised financial plans, manage portfolios and provide expert advice on taxes, insurance and risk management.

The ideal candidate has 10+ years in wealth management, a strong client-relations track record and the ability to build lasting relationships. You will work with tax, legal and estate professionals to deliver comprehensive solutions

Qualifications

• BA degree in finance/economics/business administration or related.
• 10+ years wealth management or financial services experience.
• Strong understanding of markets, products and wealth principles.
• Proficiency with CRM, portfolio tools and MS Office.
• Excellent interpersonal and communication skills.
• Integrity and regulatory compliance.

Responsibilities

• Organise client meetings to discuss goals and risk tolerance.
• Develop personalised wealth management and retirement plans.
• Monitor progress and adjust strategies to objectives.
• Research investments, tax matters and market conditions.
• Evaluate opportunities considering risk, return and liquidity.
• Provide ongoing financial guidance and market updates.
• Collaborate with tax, legal and estate planning teams.
• Engage in industry events to network with potential clients.

Skills

Bachelor's in Finance

10+ years experience

Market knowledge

CRM proficiency

MS Office

Portfolio management software

Interpersonal skills

Analytical thinking

Communication skills

Integrity & ethics

Education

Bachelor's degree in Finance or related field

Master's degree in Finance or related field

Tools

CRM systems

Portfolio management software

MS Office

Financial analysis tools

Job description

Tech Aalto Pte Ltd in Singapore is seeking a dynamic Wealth Manager to guide High net-worth clients toward their financial objectives. You will develop personalised financial plans, manage portfolios and provide expert advice on taxes, insurance and risk management.

The ideal candidate has 10+ years in wealth management, a strong client-relations track record and the ability to build lasting relationships. You will work with tax, legal and estate professionals to deliver comprehensive solutions