Wealth Manager

Nityo Infotech Limited; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Nityo Infotech Limited seeks an experienced Wealth Management Advisor in Singapore to manage client portfolios and deliver tailored investment strategies. You will conduct comprehensive financial planning, monitor markets, and maintain strong client relationships to meet financial goals.

You will collaborate with private bankers and investment specialists to provide holistic solutions while staying compliant with evolving regulatory standards.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; MBA preferred.
• Minimum five years in wealth management, ideally with a private bank or investment firm.
• Deep knowledge of equities, fixed income, alternatives and derivatives.

Responsibilities

• Manage a portfolio of high net worth individuals and families with wealth management services.
• Develop and implement customized investment strategies based on client objectives and risk tolerance.
• Conduct comprehensive financial planning, including retirement, estate, tax and insurance planning.
• Monitor market trends and identify growth/diversification opportunities in portfolios.
• Build long-term client relationships with timely advice and exemplary service.
• Collaborate with private bankers, relationship managers and investment specialists to deliver holistic solutions.
• Stay updated on regulatory changes and industry developments to provide best guidance.

Education

Bachelor’s degree in Finance, Economics, or related field

MBA preferred

Strong analytical abilities

Excellent verbal and written communication

Relationship building and client rapport

Discretion and integrity

Creative investment ideas

Financial modeling software

Estate planning and trust knowledge

Tools

Financial modeling software

Database management tools

Job description

In this role, you will be managing a portfolio of clients and providing advisory services to help them achieve their financial goals. You will be responsible for developing and implementing investment strategies, conducting market research, and monitoring client portfolios to ensure optimal performance. Your work will involve building strong relationships with clients, understanding their needs, and delivering personalized solutions to meet those needs. This position requires a deep understanding of financial markets, excellent communication skills, and a commitment to delivering exceptional service to our valued clients.

Job Responsibilities

• Manage a portfolio of high net worth individuals and families, providing comprehensive wealth management services.
• Develop and implement customized investment strategies based on each client's unique financial objectives, risk tolerance, and time horizon.
• Conduct thorough financial planning analysis, including retirement, estate, tax, insurance, and other relevant areas.
• Monitor market trends and identify opportunities for growth and diversification within client portfolios.
• Build long-term relationships with clients by offering timely advice, clear guidance, and exceptional customer service.
• Collaborate with UOB partners such as private bankers, relationship managers, trust specialists, and investment specialists to provide holistic solutions to clients.
• Stay updated with regulatory changes and industry developments in order to provide the best possible advice to clients.

Job Qualifications

• Bachelor’s degree in Finance, Economics, or related field; MBA preferred.
• Minimum of five years of experience in wealth management, preferably at a reputable private bank or investment firm.
• In-depth knowledge of investment products, including equities, fixed income instruments, alternatives, and derivatives.
• Strong analytical abilities and attention to detail.
• Excellent verbal and written communication skills, as well as the ability to build rapport quickly with clients.
• High level of professionalism and integrity, with a proven track record of maintaining confidentiality and discretion.
• Ability to think creatively and propose innovative investment ideas.
• Proficiency in financial modeling software and database management tools.
• Knowledge of estate planning and trust administration processes.

Additional Requirements

CMFAS CM-EIP - Capital Markets – Excluded Investment Products – Securities, Collective Investment Schemes (EIP) and Foreign Exchange - Singapore - Singapore, CMFAS CM-SIP - Capital Markets – Specified Investment Products – Derivatives and Collective Investment Schemes (SIP) - Singapore - Singapore, CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, CMFAS RES1B - Rules, Ethics and Skills for Securities Dealers of Non- Exchange Members - Singapore, CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore