Wealth Manager

Prudential Assurance Company Singapore; Singapore; Hybrid; SGD 34,000 - 69,000; Part time

Benefits offered by this job

Exam costs covered

Job summary

Prudential Assurance Company Singapore, a subsidiary of Prudential plc, invites applications for a part-time on-site Wealth Manager role in Queenstown. You will provide tailored financial planning and investment advisory services, assess client needs, and develop strategies to meet their health and wealth goals.

The role emphasizes client engagement, relationship building, portfolio oversight, and compliance with regulations.

Qualifications

• Experience in financial planning or insurance advisory is not required but training will be provided.
• CMFAS papers are a bonus but not necessary; exam costs will be covered.
• Willingness to learn and develop analytical, interpersonal, and communication skills.

Responsibilities

• Assess client needs and develop tailored financial strategies.
• Manage investment portfolios and insurance options.
• Engage regularly with clients and build long-term relationships.
• Track financial goals and ensure regulatory compliance.

Skills

Financial planning

Investment advisory

Client relationship management

Analytical skills

Education

Diploma or higher

Job description

Prudential Assurance Company Singapore, a subsidiary of Prudential plc, is among Singapore’s leading life and health insurance providers. With S$57.7 billion funds under management as of December 2024, the company offers market-leading protection, savings, and investment-linked plans. Serving Singapore for over 94 years, Prudential reaches more than one million customers through its network of over 5,400 financial representatives and partners. Dedicated to supporting clients' health and wealth needs, Prudential also caters to high-net-worth individuals through its service-led offering, Opus by Prudential. With a team of over 1,200 employees, the company is committed to providing exceptional customer experiences and safeguarding the future.

Role Description

This is a part-time on-site role located in Queenstown for a Wealth Manager. The Wealth Manager will be responsible for providing tailored financial planning and investment advisory services to clients. Key responsibilities include assessing client needs, developing financial strategies, managing investment portfolios, and offering insights on insurance options. Regular client engagement, building long-term relationships, tracking financial goals, and ensuring compliance with regulations are essential aspects of this role.

Qualifications

• No Experience required in Financial Planning and Insurance advisory services
• Knowledge of Investment Management, Investments, and Finance will be taught
• Willingness to learn analytical, interpersonal, and communication skills
• Proficiency in maintaining client relationships and offering customized financial solutions will be trained
• Local diploma holders and/or private degree and above only
• NS men who have ORDed
• Min age requirement 20 and above
• CMFAS papers a bonus but not necessary. Exam costs will be covered. (T&C applies)

Work Location: Hybrid remote in Singapore 119960