Wealth Manager: Protect, Plan & Grow Client Portfolios

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 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