Wealth Manager

Xcel Group; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Training & Development

Product Access

Career Progression

Recognition & Rewards

Job summary

Xcel Group is seeking motivated Wealth Managers in Singapore to develop and manage client portfolios, providing holistic financial advice, investment solutions, and wealth-building strategies.

You will build long-term client relationships, manage a mix of high-net-worth and mass affluent clients, and stay updated on markets and regulatory changes while pursuing licensing as required. Training and career development are provided.

Qualifications

• Polytechnic Diploma or Bachelor’s Degree or equivalent qualification preferred.
• Excellent communication, interpersonal and analytical skills.
• Proactive and self-driven, with a strong focus on results.
• Able to work independently and within a team.
• Prior experience in sales, banking, finance, or insurance is a plus.
• Candidates with relevant certifications (e.g., CMFAS modules) will have an added advantage.
• Candidates without prior experience are welcome; training and support will be provided.

Responsibilities

• Provide personalized financial advice and solutions in areas including insurance, investment, retirement, and education planning.
• Maintain and develop long-term client relationships through regular reviews and exceptional service.
• Acquire and manage a portfolio of clients, including high-net-worth and mass affluent individuals.
• Identify clients’ financial goals and recommend appropriate wealth and risk management strategies.
• Keep abreast of development in financial markets, product offerings, and regulatory changes.
• Collaborate with internal stakeholders and strategic partners to ensure effective delivery of holistic financial solutions.
• Participate in mandatory training, professional development programs, and licensing examinations as required under regulatory frameworks (for candidates not yet certified).

Job description

We are looking for driven, people-focused individuals to join our team as Wealth Managers. This role offers the opportunity to develop and manage client portfolios by providing holistic financial advice, investment solutions, and wealthbuilding strategies.

Key Responsibilities:

• Provide personalized financial advice and solutions in areas including insurance, investment, retirement, and education planning.
• Maintain and develop long-term client relationships through regular reviews and exceptional service.
• Acquire and manage a portfolio of clients, including high-net-worth and mass affluent individuals.
• Identify clients’ financial goals and recommend appropriate wealth and risk management strategies.
• Keep abreast of development in financial markets, product offerings, and regulatory changes.
• Collaborate with internal stakeholders and strategic partners to ensure effective delivery of holistic financial solutions.
• Participate in mandatory training, professional development programs, and licensing examinations as required under regulatory frameworks (for candidates not yet certified).

Requirements:

• Polytechnic Diploma or Bachelor’s Degree or equivalent qualification preferred.
• Excellent communication, interpersonal and analytical skills.
• Proactive and self-driven, with a strong focus on results.
• Able to work independently and within a team.
• Prior experience in sales, banking, finance, or insurance is a plus.
• Candidates with relevant certifications (e.g., CMFAS modules) will have an added advantage.
• Candidates without prior experience are welcome; training and support will be provided.

What We Offer:

Remuneration package: Basic allowance (for inexperienced hires / Transition package (for experienced hires) + commission + performance bonus + tactical incentives.

Internal

• Training & Development: Structured training, continuous learning opportunities and mentorship programs designed to support both new and experienced advisors.
• Product Access: Wide range of investment and insurance solutions.
• Career Progression: Fast-track managerial opportunities based on performance and leadership potential.
• Recognition & Rewards: Opportunities to qualify for overseas incentive trips, performance awards, and exclusive recognition programmes that recognise outstanding achievements and contributions, T&C applies.