Wealth Manager

Tech Aalto Pte ltd; Singapore; On-site; SGD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation package

Attractive commission structure

Comprehensive health benefits

Collaborative work environment

Job summary

Tech Aalto Pte Ltd in Singapore is seeking a dynamic Wealth Manager to guide High net-worth clients toward their financial objectives. You will develop personalised financial plans, manage portfolios and provide expert advice on taxes, insurance and risk management.

The ideal candidate has 10+ years in wealth management, a strong client-relations track record and the ability to build lasting relationships. You will work with tax, legal and estate professionals to deliver comprehensive solutions

Qualifications

• BA degree in finance/economics/business administration or related.
• 10+ years wealth management or financial services experience.
• Strong understanding of markets, products and wealth principles.
• Proficiency with CRM, portfolio tools and MS Office.
• Excellent interpersonal and communication skills.
• Integrity and regulatory compliance.

Responsibilities

• Organise client meetings to discuss goals and risk tolerance.
• Develop personalised wealth management and retirement plans.
• Monitor progress and adjust strategies to objectives.
• Research investments, tax matters and market conditions.
• Evaluate opportunities considering risk, return and liquidity.
• Provide ongoing financial guidance and market updates.
• Collaborate with tax, legal and estate planning teams.
• Engage in industry events to network with potential clients.

Skills

Bachelor's in Finance

10+ years experience

Market knowledge

CRM proficiency

MS Office

Portfolio management software

Interpersonal skills

Analytical thinking

Communication skills

Integrity & ethics

Education

Bachelor's degree in Finance or related field

Master's degree in Finance or related field

Tools

CRM systems

Portfolio management software

MS Office

Financial analysis tools

Job description

Role: Wealth Manager

About the role

We are seeking a dynamic and experienced wealth manager for our esteemed advisory client. As a wealth manager, you will guide and support High net-worth clients in achieving their financial objectives.

Your primary responsibility will include developing personalised financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management.

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our client’s mission of helping individuals achieve their economic aspirations.

• competitive compensation package
• an attractive commission structure
• comprehensive health benefits
• a collaborative work environment

Objectives of this role

• Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Responsibilities

• Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
• Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
• Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
• Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
• Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.
• Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Required skills and qualifications

• BA bachelor's degree in finance, economics, business administration or a related field.
• 10+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
• Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
• Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills and qualifications

• A master's degree in finance, accounting, economics, or a related field.
• Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.
• Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
• Familiarity with relevant tax laws, regulations, and financial planning strategies specific to the Singapore and Global Wealth Management market.
• Proven track record of building a successful client portfolio.
• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.