Wealth Manager (Sales)

FLAIR 88 MARKETING PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A dynamic wealth management firm in Singapore seeks passionate individuals to advise HNW clients. You will identify client needs, provide tailored solutions, and engage in a structured mentorship program. Candidates must have a diploma and at least 2 years of advisory experience. Enjoy flexible work hours, attractive benefits including a sign-on bonus, and a team-oriented environment.

Benefits

Structured training on investment products

Mentorship program with experienced advisors

Flexible work hours

Gym and recreational facilities

Attractive sign-on and remuneration bonuses

Qualifications

• Minimum of 2 years advisory experience required.
• Must be able to engage with HNW clients effectively.
• Strong analytical skills to provide detailed reports.

Responsibilities

• Identify HNW clients' needs using in-house diagnostic testing.
• Provide tailored investment recommendations based on client objectives.
• Conduct regular reviews of clients' investment portfolios.

Skills

Client relationship management

Analytical thinking

Market awareness

Education

Diploma

Job description

Overview

About the Role

We are looking for driven, passionate and hardworking individuals to help affluent & HNW clients to grow their wealth and broaden our clientele base.

Responsibilities

• Identify HNW clients' needs through our proven effective in-house diagnostic testing
• Keep abreast of market news and its impacts to clients' portfolios
• Curate customised holistic portfolio with detailed analytics
• Recommend viable solutions to meet clients' objectives and needs
• Provide regular reviews and analytical reports on clients' investment portfolio
• Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience
• Coordinate efforts in delightful experiential events and seminars for existing and prospective clients

Who We Are

We are a young team comprising of 20+ members who are rapidly growing. More than half of the team have achieved stellar perrformance and numerous industry-wide recognised accolades.

We believe in living with flair by advocating work-life balance with work-hard-play-harder mindset.

Benefits

• Full spectrum structured training from wide array of high net worth investment products to analytical tools
• Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists
• Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements
• Dedicated mentorship program with on-the-job training with experienced mentors
• Flexible work hours
• Flexible leave arrangements
• Well-rounded office facilities including gym, shower and swimming pool
• Spacious common space with fragrant selection of coffee and tea
• Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants
• Attractive sign-on bonus and rewarding remuneration bonus
• Fun-filled recreational & sports activties

Qualifications

Minimum qualification: Diploma

Minimum advisory experience: 2 full years

Your needs are our concern.