Senior Wealth Manager — HNW Advisory (Hybrid, SG)

Infinity Financial Advisory Pte Ltd.; Singapore; Hybride; SGD 120 000 - 180 000; Plein temps

Résumé du poste

Infinity Financial Advisory Pte Ltd. in Singapore is seeking an Executive Wealth Manager to join a full-time, hybrid role based in Singapore with some work-from-home flexibility.

You will manage and grow a portfolio of high-net-worth and emerging affluent clients, designing tailored investment and protection strategies and providing ongoing portfolio monitoring and reviews, while collaborating with internal teams to maintain high service standards.

Qualifications

• Experience in wealth management and investment advisory.
• Ability to explain complex concepts clearly and provide guidance.
• Familiarity with Singapore financial regulations and markets.
• Proficient in using digital tools for portfolio reporting and remote communication.
• Strong integrity and client confidentiality.

Responsabilités

• Manage and grow a portfolio of high-net-worth and emerging affluent clients.
• Conduct financial assessments and design tailored investment and protection plans.
• Provide ongoing portfolio monitoring and regular reviews.
• Prepare and present financial proposals and collaborate with internal teams.
• Engage clients through meetings and events to deepen relationships.

Connaissances

Wealth management experience

Client relationship management

Regulatory knowledge (Singapore)

Digital tools for portfolio management

Financial analysis and planning

Communication and advisory skills

Formation

Finance/Business/Economics degree

CFA/CFP or equivalent (advantage)

Outils

CRM systems

Portfolio reporting tools

Description du poste

Infinity Financial Advisory Pte Ltd. in Singapore is seeking an Executive Wealth Manager to join a full-time, hybrid role based in Singapore with some work-from-home flexibility.

You will manage and grow a portfolio of high-net-worth and emerging affluent clients, designing tailored investment and protection strategies and providing ongoing portfolio monitoring and reviews, while collaborating with internal teams to maintain high service standards.