Wealth Manager - Singapore

Independent Resourcing Consultancy Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking an experienced Wealth Manager to engage with expatriates on their financial objectives. The role involves tailoring financial advice and collaborating with various teams. Ideal candidates will have Level 4 qualifications and previous advisory experience. Competitive remuneration and growth opportunities are offered, as well as participation in the firm’s global expansion plans.

Benefits

Competitive remuneration

Exceptional earnings for top performers

Regular incentives, including international conventions

Qualifications

• Experience as Independent Advisors or Wealth Managers is preferred.
• Ideal candidates will possess an established AUM/book of existing clients.

Responsibilities

• Engage directly with clients to assess and advise on financial objectives.
• Tailor advice to the client’s nationality and location.
• Collaborate with marketing and paraplanning teams for client interactions.

Skills

Fluency in English

Exceptional communication skills

Proven sales capabilities

Entrepreneurial spirit

High level of motivation and professionalism

Education

Level 4 qualification UK or equivalent

Job description

Overview

Wealth Manager - Singapore. This firm is a pioneering, independent financial advisory consultancy focused on safeguarding the financial futures of clients. Established by UK-qualified financial advisers, it differentiates itself with its vibrant energy and innovative approach in the offshore marketplace.

The firm aims to equip Wealth Managers with the essential skills and knowledge to excel, supported by a robust selection process and ongoing professional development to provide top-tier financial planning and wealth management services to expatriates worldwide.

Responsibilities

• Engage directly with clients to assess and advise on medium to long-term financial objectives. Tailor advice to the client’s nationality and location, covering Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
• Collaborate with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Qualifications & Requirements

• Education: Level 4 qualification UK or equivalent. The firm supports attaining relevant qualifications, with encouragement to pursue further education; preference for candidates already Level 4 certified.
• Experience: Targeting advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance their career.
• Skills: Fluency in English, exceptional communication skills, proven sales capabilities, entrepreneurial spirit, and a high level of motivation and professionalism.
• Note: Ideal candidates will already possess an established AUM/book of existing clients.

Offer & Benefits

• Competitive remuneration and exceptional earnings for top performers, with regular incentives including international conventions.
• Potential involvement in the firm’s ambitious global expansion plans, including opportunities to open new offices worldwide.

Company & Culture

The firm provides in-house CRM developed by former Wealth Managers and supports continuous training to ensure compliance with client and company expectations, reinforcing a strong reputation and expanding global presence.