Wealth Manager

ARES COLLECTIVE PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Hybrid work arrangement

Performance incentives

Job summary

PFPFA Pte Ltd is seeking a Wealth Manager in Singapore with hybrid work flexibility. You will manage client portfolios, develop customized investment strategies, monitor markets, and provide comprehensive financial planning services.

The role emphasizes maintaining strong client relationships, staying updated on financial products and regulatory requirements, and offering insights to help clients achieve long-term goals.

Qualifications

• Experience in managing investment portfolios and advising clients on asset allocation.
• Strong communication and interpersonal skills for client engagement.
• Solid understanding of financial products, markets, and regulatory considerations.

Responsibilities

• Manage client portfolios and relationships to deliver tailored investment strategies.
• Create customized investment plans aligned with client goals and risk tolerance.
• Monitor market trends and adjust portfolios accordingly.
• Provide comprehensive financial planning services to individuals and entities.
• Conduct regular portfolio reviews and maintain strong client communication and documentation.

Skills

Portfolio management

Client relationships

Financial planning

Analytical skills

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, 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

• 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.