Wealth Manager

Summit Planners Exchange; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Summit Planners Exchange is seeking a Wealth Manager in Singapore to deliver tailored wealth management and estate planning strategies for clients. You will meet with clients to understand their financial goals, assess current situations, and develop comprehensive plans that address investments, insurance, and long-term security.

The role requires proactive client outreach, clear communication of complex concepts, and ongoing relationship management in a compliant, client-centric environment.

Qualifications

• Proficiency in financial planning and finance to analyze client situations and design wealth strategies.
• Experience in investment management and portfolio recommendations.
• Knowledge of insurance solutions to integrate risk management into plans.
• Relevant certifications (e.g., CFP, CFA) and Singapore regulatory compliance knowledge are beneficial.
• Strong analytical, communication, and interpersonal skills to build long-term client relationships.

Responsibilities

• Meet with clients to understand financial goals and current situation.
• Prepare comprehensive financial plans and estate planning considerations.
• Advise on investments, insurance solutions, and portfolio adjustments.
• Monitor portfolio performance and adjust strategies based on market conditions.
• Ensure regulatory compliance and maintain accurate client documentation.

Skills

Financial planning

Investment management

Insurance solutions

Regulatory compliance (Singapore)

Client relationship skills

Clear communication

Job description

Company Description

Summit Planners Exchange is a branch representing Manulife Financial Advisers Pte. Ltd., offering advisory services within a trusted financial services framework. The organization operates with clear regulatory and compliance standards, as outlined in the Manulife Financial Advisers representative disclaimer. Summit Planners Exchange provides estate planning services, including wills and trusts, strictly under its own capacity and not as activities of Manulife. Professionals joining the team will work in an environment focused on comprehensive wealth and estate planning solutions for clients in Singapore. The company emphasizes responsible advice, client-centric planning, and long-term financial security.

Role Description

The Wealth Manager is a full-time, on-site role based in Singapore. The role involves meeting with clients to understand their financial goals, assessing their current financial situation, and developing tailored wealth management and estate planning strategies. Day-to-day tasks include preparing financial plans, advising on investments and insurance solutions, monitoring portfolio performance, and adjusting strategies based on market conditions and client needs. The Wealth Manager will also collaborate with internal teams to ensure compliance with regulatory requirements, maintain accurate documentation, and provide ongoing client service and relationship management. This role requires proactive outreach to prospective clients, clear communication of complex financial concepts, and consistent follow-up to support clients’ long-term objectives.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance to analyze client situations and design comprehensive wealth strategies.
• Candidates should possess skills in Investment Management and Investments to manage portfolios and recommend suitable investment products.
• Candidates should possess knowledge of Insurance solutions to integrate risk management into overall financial and estate plans.
• Relevant professional certifications (e.g., CFP, CFA, or equivalent local qualifications) and compliance with Singapore regulatory requirements are highly beneficial.
• Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client relationships.
• Demonstrated integrity, attention to detail, and a client-focused mindset, with prior experience in wealth management, financial advisory, or related fields preferred.