Wealth Manager (Affluent and High Net Worth)

SJGROUP ADVISORS; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

SJ Group Advisors is seeking a Wealth Manager to support affluent and high net worth clients by managing, growing, and protecting their wealth through tailored financial strategies and comprehensive advisory services.

The role emphasizes cultivating relationships, delivering customized solutions, and coordinating with clients and advisers to achieve financial objectives in a dynamic market.

Qualifications

• Proficient in English communication.
• Strong presentation and interpersonal skills demonstrated through client interactions.
• Experience in financial services or related fields is advantageous.
• Ability to quickly learn and adapt in a dynamic environment.
• Enthusiasm for the financial services industry and client service.

Responsibilities

• Cultivate and maintain relationships with affluent and high net worth clients to understand their financial goals.
• Analyze clients' financial objectives and design customized wealth management solutions including insurance, leverage products, structured products, and investment instruments to protect and grow assets.
• Provide attentive and personalized customer service to ensure a positive wealth planning experience.
• Engage in networking and marketing activities to expand the client base and enhance business growth.
• Manage complex cases involving high net worth and ultra-high net worth clients, coordinating with clients and advisers to deliver comprehensive financial solutions.

Skills

English communication

Presentation skills

Interpersonal skills

Education

GCE A-Level / IB / Diploma equivalent

Job description

Company Overview

SJ Group Advisors prioritizes clients and associates, building trust through transparent, innovative financial advisory services. Our dedicated team guides clients on their financial journey with integrity and accountability, fostering lasting relationships and shared success.

Job Summary

A Wealth Manager supports affluent and high net worth clients by managing, growing, and protecting their wealth through tailored financial strategies and comprehensive advisory services.

Responsibilities

• Cultivate and maintain strong relationships with affluent and high net worth clients to understand their financial goals
• Analyze clients' financial objectives and design customized wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to protect and grow their assets
• Provide attentive and personalized customer service to ensure a positive and seamless wealth planning experience
• Engage in networking and marketing activities to expand the client base and enhance business growth
• Manage complex cases involving high net worth and ultra-high net worth clients, coordinating with clients and their advisers to deliver comprehensive financial solutions

Preferred competencies and qualifications

• Minimum full certificate in GCE 'A' Level (3 passes in H2 subjects and 2 passes in H1 subjects), International Baccalaureate Diploma, diploma from a Singapore polytechnic, or equivalent academic qualification
• Proficient in English communication
• Strong presentation and interpersonal skills demonstrated through client interactions and business development
• Experience in financial services or related fields is advantageous
• Ability to quickly learn and adapt in a dynamic, fast-paced environment
• Enthusiasm for the financial services industry and a passion for client service