Wealth Manager – Financial Advisory

MYLIFESTYLESG PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Structured onboarding

Mentorship program

Group medical coverage

GP card benefits

Lead-generation support

Access to 26+ insurers

Professional development & industry‑re

Career progression into leadership

Job summary

Atlas Advisors Group is expanding its advisory team to provide personalised protection, wealth and financial planning solutions to individuals, families and businesses in Singapore. You will work with over 26 insurers and financial institutions, gaining access to structured training and business-development support to build your own client portfolio.

As a Wealth Manager, you will provide protection, investment, retirement and wealth-planning solutions while building long-term relationships with

Qualifications

• Applicants must be Singapore Citizens or Permanent Residents.
• Minimum Diploma, Degree or equivalent professional qualification.
• Strong communication and relationship-management skills.
• Self-motivated and comfortable working in a performance-based environment.
• Interest in financial planning, wealth management and client advisory.
• Banking, insurance, financial advisory or sales experience is an advantage.
• Entry-level and experienced candidates are welcome.

Responsibilities

• Provide protection, investment, retirement and wealth-planning solutions.
• Build long-term relationships with affluent and high-net-worth clients.
• Support clients with legacy and estate planning through professional partners.
• Develop personal and corporate networks through referrals, business tie-ups and strategic partnerships.
• Advise businesses on employee benefits, business insurance and risk management.
• Participate in B2C and B2B lead-generation, networking and client-development activities.
• Conduct regular portfolio reviews and provide ongoing client servicing.

Skills

Strong communication & relationships

Education

Diploma or Degree or equivalent

Job description

Atlas Advisors Group is expanding its advisory team and is seeking Wealth Managers to provide personalised protection, wealth and financial planning solutions to individuals, families and businesses.

As part of a private financial advisory brokerage working with more than 26 insurers and financial institutions, you will have access to a broad range of solutions, structured training and business-development support to build your own client portfolio.

Key Responsibilities

• Provide protection, investment, retirement and wealth-planning solutions.

• Build long-term relationships with affluent and high-net-worth clients.

• Support clients with legacy and estate planning through professional partners.

• Develop personal and corporate networks through referrals, business tie-ups and strategic partnerships.

• Advise businesses on employee benefits, business insurance and risk management.

• Participate in B2C and B2B lead-generation, networking and client-development activities.

• Conduct regular portfolio reviews and provide ongoing client servicing.

Candidate Requirements

Applicants must be Singapore Citizens or Permanent Residents.

• Minimum Diploma, Degree or equivalent professional qualification.

• Strong communication and relationship-management skills.

• Self-motivated and comfortable working in a performance-based environment.

• Interest in financial planning, wealth management and client advisory.

• Banking, insurance, financial advisory or sales experience is an advantage.

• Entry-level and experienced candidates are welcome.

What We Provide

• Structured onboarding, training and mentorship.

• Attractive remuneration packages for new and experienced candidates.

• Group medical and GP card benefits.

• Lead-generation and business-development support.

• Access to more than 26 insurers and financial institutions.

• Professional development and industry-recognition opportunities.

• Clear progression into team leadership and management.

• Opportunity to build and lead your own team of Wealth Associates.

Career Growth and Earning Potential

Build a career where your progress is driven by the client portfolio, professional network and team you develop.

With structured support, diverse advisory opportunities and a clear path into leadership, you can progress from Wealth Manager to team leader while building a sustainable long-term career.

Join Atlas Advisors Group and develop your career in financial advisory, wealth management and client engagement.

We appreciate your interest and will be in touch with shortlisted candidates.