Wealth Management Advisor — Asset Specialist (Hybrid)

VORTEX STAFFING; Singapore; Hybrid; SGD 45,000 - 84,000; Full time

Benefits offered by this job

Performance-based commission

Structured training and career growth

Hybrid work arrangement

Training & development support

Job summary

VORTEX STAFFING is seeking an Asset Management Specialist for our client’s Wealth & Investment team in Singapore. This client-facing role focuses on building relationships and delivering suitable investment solutions to clients.

You will understand clients' financial goals, review portfolios, and propose investments while staying updated on market trends. The role offers hybrid work in Singapore, with MAS licensing support and training provided.

Qualifications

• Diploma or degree in Finance, Business, Economics, Banking or related fields.
• Experience in asset management, wealth management, investment, banking, financial advisory, relationship management or sales is an advantage.
• Strong interest in investments and financial markets.
• Good communication and interpersonal skills.
• Client-focused, self-motivated and results-oriented.
• Relevant MAS licensing qualifications are an advantage.
• Training and development support will be provided.

Responsibilities

• Build and maintain strong client relationships.
• Understand clients' financial goals and investment needs.
• Recommend suitable investment and wealth solutions.
• Develop new business through networking, referrals and client engagement.
• Conduct regular client reviews and provide ongoing support.
• Stay updated on market trends and investment opportunities.
• Ensure all activities comply with internal policies and regulatory requirements.

Skills

Strong communication skills

Interpersonal skills

Client-focused

Self-motivated

Results-oriented

Education

Diploma or Degree in Finance, Business, Economics, Banking or related fields

Job description

VORTEX STAFFING is seeking an Asset Management Specialist for our client’s Wealth & Investment team in Singapore. This client-facing role focuses on building relationships and delivering suitable investment solutions to clients.

You will understand clients' financial goals, review portfolios, and propose investments while staying updated on market trends. The role offers hybrid work in Singapore, with MAS licensing support and training provided.