Wealth Manager: Holistic Advisory & Fast-Track Growth

Singlife Financial Advisers Pte Ltd; Singapore; Vor Ort; SGD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Remuneration package

Training & Development

Product Access

Career Progression

Recognition & Rewards

Zusammenfassung

Singlife Financial Advisers Pte Ltd. is seeking a Wealth Manager - Financial Adviser Representative to build and manage client portfolios through holistic financial planning. You will provide guidance on insurance, investments, retirement and education planning while delivering exceptional service.

The role emphasizes relationship-building, regulatory compliance, and collaboration with internal teams to deliver comprehensive wealth solutions. Training and certifications are supported.

Qualifikationen

• Diploma or degree 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.
• Certifications such as CMFAS modules are advantageous.
• Candidates without prior experience are welcome; training and support will be provided.

Aufgaben

• Provide personalised financial advice across insurance, investment, retirement and education planning.
• Maintain long-term client relationships through regular reviews and service quality.
• Acquire and manage a portfolio of clients including high-net-worth individuals.
• Identify client goals and recommend wealth and risk management strategies.
• Keep abreast of financial markets, products, and regulatory changes.
• Collaborate with internal stakeholders to deliver holistic financial solutions.
• Participate in required training and licensing examinations as needed.

Kenntnisse

Communication

Interpersonal

Analytical

Results-driven

Teamwork

Independent work

Ausbildung

Polytechnic Diploma

Bachelor’s Degree

CMFAS modules

Jobbeschreibung

Singlife Financial Advisers Pte Ltd. is seeking a Wealth Manager - Financial Adviser Representative to build and manage client portfolios through holistic financial planning. You will provide guidance on insurance, investments, retirement and education planning while delivering exceptional service.

The role emphasizes relationship-building, regulatory compliance, and collaboration with internal teams to deliver comprehensive wealth solutions. Training and certifications are supported.