Wealth Manager: Personal Banking & Advisory

GEM WEALTH ADVISORY PTE. LTD.; Singapore; On-site; SGD 100,000 - 170,000; Full time

Job summary

GEM WEALTH ADVISORY PTE. LTD. in Singapore is seeking an experienced Wealth Manager to nurture personal banking clients and provide comprehensive wealth management solutions across investments, insurance, retirement and planning.

You will build enduring client relationships, manage a portfolio, and drive business growth through referrals while meeting sales targets. CMFAS qualifications and licenses are required.

Qualifications

• Singapore resident.
• Minimum 3 years of experience in personal banking, wealth management, insurance or financial advisory.
• Strong sales track record in client acquisition and relationship management.
• Experience managing a portfolio of personal or affluent banking clients is preferred.
• CMFAS qualifications and licences are required: M8, M8A, M9, M9A, HIS, M6 and M6A.

Responsibilities

• Develop and maintain strong, long-term relationships with existing and new clients.
• Understand clients' financial goals, needs and risk profiles to provide suitable wealth management solutions.
• Provide advice across investments, insurance, retirement planning and other financial solutions.
• Drive business growth through client acquisition, referrals and relationship development.
• Conduct regular portfolio reviews and identify opportunities to enhance clients' financial strategies.
• Build and manage a portfolio of clients while delivering a high standard of service.
• Stay updated on financial markets, wealth management solutions and regulatory requirements.
• Collaborate with team members and specialists to provide comprehensive financial solutions.

Skills

Relationship building

Sales performance

Client acquisition

Portfolio management

Communication & interpersonal

Education

CMFAS qualification papers M8, M8A, M9, M9A, HIS, M6, M6A

Job description

GEM WEALTH ADVISORY PTE. LTD. in Singapore is seeking an experienced Wealth Manager to nurture personal banking clients and provide comprehensive wealth management solutions across investments, insurance, retirement and planning.

You will build enduring client relationships, manage a portfolio, and drive business growth through referrals while meeting sales targets. CMFAS qualifications and licenses are required.