Wealth Managers

ASPIRE ALLIANCE (PTE.) LTD.; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A financial advisory firm based in Singapore is seeking Wealth Managers who can understand clients' financial situations and recommend suitable solutions. Responsibilities include reviewing financial circumstances, analyzing data, and conducting risk assessments of portfolios. Candidates should have a Degree/Diploma in any discipline, with CMFAS certifications seen as advantageous. This role is ideal for individuals passionate about personal finance and client impact.

Qualifications

• A Degree/Diploma in any discipline is required.
• Certifications in CMFAS Module 5, 9, 9A and HI will be an advantage.
• Excellent interpersonal and communication skills are essential.

Responsibilities

• Review clients’ financial circumstances and understand their financial goals.
• Analyse information and customize plans to suit clients.
• Conduct risk analysis of financial portfolios.

Skills

Interpersonal skills

Communication skills

Team player

Education

Degree/Diploma in any discipline

Certifications in CMFAS Module 5, 9, 9A and HI

Job description

Our clients require Wealth Managers capable of understanding their financial situations and recommending the most appropriate solutions.

A typical day as a Wealth Manager is likely to be as follows:

• Review clients’ financial circumstances and understand their financial goals
• Analyse information and customize plans to suit clients
• Conduct risk analysis of financial portfolios
• Research the marketplace and design financial strategies
• Conduct monthly portfolio valuation review meetings

Requirements

• Degree/Diploma in any discipline
• Certifications in CMFAS Module 5, 9, 9A and HI will be of added advantage
• Excellent interpersonal and communication skills
• Team player, who is committed and self-driven, with the ability to respond positively to client request for assistance

How to Apply:

If you are ready to embark on a rewarding career in wealth management, financial advisory, we want to hear from you.

This role is perfect for someone with a keen interest in personal finance and wealth creation, eager to make a meaningful impact on clients’ financial well-being.

Submit via CareersFuture to apply