Wealth Portfolio Advisor (Hybrid) - Fast-Track Growth

ARCHEL ADVISORY PTE. LTD.; Singapore; Hybrid; SGD 67,000 - 112,000; Full time

Benefits offered by this job

Flexible hybrid work

Structured mentorship

Career progression to management

International incentive trips

Professional development

Unlimited paid time off

Work from home

Job summary

Archel Advisory in Singapore is seeking a wealth manager to manage client portfolios, tailor strategies to market changes, and build lasting relationships with high-net-worth clients.

You will stay informed on market outlook, assess clients' financial situations, and offer suitable solutions, with structured training and a clear path to management through mentorship and performance-based rewards.

Qualifications

• At least 21 years old.
• SG or PRs.
• A Levels, Full Diploma (3 years) or Degree holder.
• Fresh Graduates, Undergraduate, Early Career or Mid Career.
• Self-motivated, disciplined, and willingness to learn.
• No prior experience needed, training and 1-1 mentorship will be provided.

Responsibilities

• Manage wealth portfolio for clients, updating and structuring their portfolio according to market changes.
• Stay up-to-date on current affairs and market outlook.
• Understanding client's financial situation and objectives to propose suitable solutions to them.
• Building and maintaining long term relationships and trust with client through servicing and reviews.

Education

A Levels, Full Diploma (3 years) or Degree holder

Job description

Archel Advisory in Singapore is seeking a wealth manager to manage client portfolios, tailor strategies to market changes, and build lasting relationships with high-net-worth clients.

You will stay informed on market outlook, assess clients' financial situations, and offer suitable solutions, with structured training and a clear path to management through mentorship and performance-based rewards.