Wealth Manager

ARES COLLECTIVE PTE. LTD.; Singapore; Ibrido; SGD 60.000 - 120.000; Tempo pieno

Descrizione del lavoro

PFPFA Pte Ltd is hiring a Wealth Manager in Singapore. The role is full-time and hybrid, with work-from-home flexibility.

You will manage client portfolios, build personalized investment strategies, monitor markets, and provide comprehensive financial planning services to a diverse client base including individuals, families, and corporate clients. You will conduct regular reviews, maintain strong client relationships, and stay updated on financial products, market trends, and regulatory

Competenze

• Fresh graduates and individuals seeking a career switch are welcome to apply.
• Open to Singapore Citizens and Permanent Residents.

Mansioni

• Manage client portfolios and relationships.
• Create customized investment strategies.
• Monitor market trends and regulatory developments.
• Conduct regular portfolio reviews and provide financial planning services.

Conoscenze

Portfolio management

Client relationship management

Financial planning

Market analysis

Formazione

Bachelor's degree in Finance/Accounting/Economics

Descrizione del lavoro

PFPFA Pte Ltd is a comprehensive financial company with a global presence that offers quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers, and business owners.

We offer a suite of financial products and services including broking, futures, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds, fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing estate planning and legacy protection.

We are committed to helping clients make informed financial decisions and achieve their long-term financial goals through professional advice and suitable financial solutions.

Role Description

This is a full-time hybrid role for a Wealth Manager located in Singapore with some work from home flexibility.

The Wealth Manager will be responsible for managing client portfolios and relationships, creating customized investment strategies, monitoring market trends, and providing financial planning services.

The role also involves conducting regular portfolio reviews, maintaining strong client relationships and staying updated on financial products, market developments and regulatory requirements.

What You Will Learn

What you are possibly learn here:

• Financial Planning, Investment Management, and Investment Skills
• Finance and Insurance knowledge
• Interpersonal skills and the ability to manage client relationships
• Strong analytical and problem-solving skills
• Portfolio management and investment strategies
• Knowledge of market trends and regulatory requirements

This role offers a basic allowance with commission and performance-based incentives.

It is open to Singapore Citizens and Permanent Residents.

Fresh graduates and individuals seeking a career switch are welcome to apply.