Wealth Management Consultant

ELEVATE; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Consultant in Singapore to provide comprehensive financial planning and investment management services. Responsibilities include conducting financial assessments, developing tailored plans, and maintaining strong client relationships. Ideal candidates will have a relevant bachelor's degree, CFP or CFA certification, and strong analytical skills. The role offers competitive salary, benefits, and opportunities for professional development while promoting work-life balance.

Benefits

Competitive salary

Comprehensive benefits package

Flexible work arrangements

Wellness initiatives

Career advancement opportunities

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field.
• CFP or CFA certification preferred.
• Excellent communication and interpersonal skills for client relations.
• Strong analytical and problem-solving skills.

Responsibilities

• Conduct in-depth financial assessments for clients.
• Develop comprehensive financial plans tailored to clients' needs.
• Provide guidance on asset allocation and portfolio management.
• Monitor client portfolios and optimize performance.

Skills

Communication

Analytical thinking

Interpersonal skills

Education

Bachelor's degree in finance, economics, or accounting

CFP or CFA certification

Job description

About the role

We are seeking a Wealth Management Consultant to join our dynamic team. As a Wealth Management Consultant, you will play a crucial role in providing comprehensive financial planning and investment management services to our clients. Working closely with our clients, you will develop tailored strategies to help them achieve their financial goals and secure their long-term prosperity. This is a full-time position with the opportunity to work in our modern, well-equipped offices.

What you'll be doing

1. Conducting in-depth financial assessments to understand clients' unique needs and objectives

2. Developing comprehensive financial plans that align with clients' risk profiles and investment time horizons

3. Providing expert guidance on asset allocation, investment selection, and portfolio management

4. Monitoring client portfolios and making timely adjustments to optimize performance

5. Educating clients on financial products, market trends, and wealth-building strategies

6. Maintaining strong relationships with clients by providing exceptional customer service

7. Collaborating with other financial professionals, such as accountants and attorneys, to deliver holistic solutions

8. Staying up-to-date with industry regulations, compliance requirements, and best practices

What we’re looking for

1. Bachelor's degree in finance, economics, accounting, or a related field

2. Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification preferred

3. Excellent communication and interpersonal skills to build trust and rapport with clients

4. Strong analytical and problem-solving capabilities to develop tailored financial solutions

5. Thorough understanding of investment products, market trends, and regulatory environment

6. Ability to work independently and as part of a team to achieve shared objectives

7. Commitment to ongoing professional development and staying up-to-date with industry changes

What we offer

At ELEVATE’, we are dedicated to fostering a rewarding and supportive work environment. As a Wealth Management Consultant, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for professional development and career advancement. We also offer flexible work arrangements, wellness initiatives, and a collaborative team culture that values work-life balance.

About us

We are a leading financial services firm committed to helping individuals, families, and businesses achieve their financial goals. With a strong focus on personalized solutions and exceptional client service, we have built a reputation for delivering superior wealth management and investment advisory services. Our experienced team of financial professionals is dedicated to empowering our clients to make informed decisions and secure their financial future.

Apply now to join our team and embark on an exciting career.