Wealth Manager

PFPFA; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Job summary

PFPFA Pte Ltd is a comprehensive financial company in Singapore seeking a Wealth Manager. This full-time hybrid role involves managing client portfolios, building relationships, and delivering tailored investment strategies and financial planning services.

Some work-from-home flexibility is available, and the role invites fresh graduates as well. Open to Singaporeans or PRs, with initial basic allowances plus commission.

Qualifications

• Full-time hybrid Wealth Manager role in Singapore.
• Responsible for managing client portfolios and relationships.
• Create customized investment strategies and provide financial planning services.

Responsibilities

• Manage client portfolios and relationships.
• Develop and implement investment strategies.
• Monitor market trends and regulatory developments.
• Provide comprehensive financial planning services.

Skills

Interpersonal skills

Analytical skills

Portfolio management

Investment strategies

Financial planning

Regulatory awareness

Job description

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. We offer a suite of financial products and services including broking, futures, foreign exchange, 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 and property consultancy.

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.

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

Do note that this role is on basic allowances with commission and it’s only open to Singaporeans or PR.

• Fresh Graduate are welcome to apply as well