WEALTH MANAGER (HIGH NET WORTH)

EXCEDER CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

EXCEDER CONSULTING PTE. LTD. is looking for Wealth Managers in Singapore to advise individuals and families, assess financial needs, and craft tailored wealth, protection, and retirement plans. You will design customized solutions and build a personal client portfolio with autonomy to grow the business.

Training programs and mentorship are offered to develop advisory and leadership skills, with opportunities for career progression along leadership or specialist tracks.

Qualifications

• Strong communication skills to explain complex financial concepts.
• Proactive learning mindset to adapt to evolving financial products.
• People-focused attitude to build trust and long-term client relationships.
• No prior experience required; suitable for career switchers or professionals seeking greater autonomy.

Responsibilities

• Advise individuals and families by assessing financial needs to develop tailored wealth, protection, and retirement plans.
• Design and recommend customized financial solutions with measurable impact on clients’ financial well-being.
• Build and manage a personal client portfolio with autonomy to grow business.
• Participate in structured training programs and mentorship to develop advisory and leadership skills.
• Pursue leadership or specialist career tracks through continuous learning and professional development.

Skills

Communication skills

Autonomy

Learning mindset

Relationship building

Job description

• We're Hiring: Wealth Managers

Empower Others. Grow Yourself.

Ready to make a difference — in your life and the lives of others?

We're working with a leading international financial group to grow their dynamic advisory team in Singapore. This is more than just a job — it's a career with purpose, backed by decades of financial strength, innovation, and a commitment to developing future leaders.

Responsibilities

• Advise individuals and families by assessing their financial needs to develop tailored wealth, protection, and retirement plans that align with their goals
• Design and recommend customized financial solutions that deliver measurable impact on clients’ financial well‑being
• Build and manage a personal client portfolio with autonomy to grow business at your own pace
• Participate in structured training programs and mentorship to develop advisory and leadership skills
• Pursue leadership or specialist career tracks through continuous learning and professional development

Preferred competencies and qualifications

• Strong communication skills to effectively engage clients and explain complex financial concepts
• A proactive learning mindset to adapt to evolving financial products and market conditions
• People-focused attitude to build trust and long-term client relationships
• No prior experience required; suitable for career switchers or professionals seeking greater autonomy

Other Information

Eileen Pang

• EA Reg: R1988493
• Business License: 22C1222

EXCEDER CONSULTING PTE. LTD.

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