Wealth Advisor — Grow Portfolios & Client Impact (Asia)

MVC Resources; Singapore; Sur place; SGD 80 000 - 140 000; Plein temps

Résumé du poste

MVC Resources, a Singapore-based financial services group, seeks an experienced Wealth Advisor to manage a private client portfolio. You will tailor investment and financial planning solutions, deepen relationships, and grow assets under management while upholding MAS rules.

You will collaborate with product specialists, present discretionary portfolios, conduct regular reviews, and deliver holistic wealth strategies across equities, ETFs, fixed income, and insurance.

Qualifications

• Degree in Finance, Business, Economics, Banking or a related field (advantageous).
• Interest in financial markets, investment products and wealth planning.
• Working knowledge of investment products, managed portfolio solutions and insurance.

Responsabilités

• Engage clients to understand objectives, risk appetite and horizon, then recommend wealth solutions.
• Advise across asset classes: listed equities, ETFs, mutual funds, fixed income and structured investments.
• Present discretionary and managed portfolio solutions to hands-off investors.
• Conduct periodic portfolio reviews, provide market insights and suggest adjustments.
• Collaborate with investment specialists and protection partners for holistic wealth management.
• Build long-term client relationships through regular touchpoints and responsive support.
• Grow client base and assets via acquisition and deeper wallet share.
• Identify client needs and introduce investment, managed portfolios and wealth planning solutions.
• Ensure all advice and transactions comply with MAS regulations and internal policies.
• Maintain accurate client records and disclosures.

Connaissances

Communication skills

Interpersonal skills

Relationship-building

Formation

Degree in Finance, Business, Economics, Banking or related field

CMFAS modules

Description du poste

MVC Resources, a Singapore-based financial services group, seeks an experienced Wealth Advisor to manage a private client portfolio. You will tailor investment and financial planning solutions, deepen relationships, and grow assets under management while upholding MAS rules.

You will collaborate with product specialists, present discretionary portfolios, conduct regular reviews, and deliver holistic wealth strategies across equities, ETFs, fixed income, and insurance.