Wealth Portfolio Manager
AGRACE PTE. LTD.
7 days ago
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Job summary
AGRACE PTE. LTD. in Singapore is seeking aspiring wealth advisors to conduct discovery conversations and design personalised wealth strategies. You will build long-term client relationships through regular reviews and ongoing financial guidance.
No prior financial services experience is required; comprehensive training and mentorship will be provided to help you develop advisory and wealth-planning expertise.
Qualifications
- No prior financial services experience required; comprehensive training and mentorship provided.
- Minimum local diploma or degree (all disciplines welcome)
- Interested in wealth management, behavioral finance and personal development
- Curious about how people think, behave, and make financial decisions
- Want to build a rewarding career helping people achieve financial confidence
Responsibilities
- Conduct wealth discovery conversations to understand clients' goals, priorities and financial behaviors
- Review existing financial plans, identify misalignment and opportunities for improvement
- Design personalised wealth, investment, retirement and protection strategies
- Build long-term client relationships through regular reviews and ongoing financial guidance
- Continuously develop your advisory, communication and wealth planning expertise
Skills
Communication
Client relationship
Analytical thinking
Interest in wealth management
Education
Local diploma or degree
Job description
What You'll Do
- Conduct wealth discovery conversations to understand clients' goals, priorities and financial behaviors
- Review existing financial plans, identify any misalignment and opportunities for improvement
- Design personalised wealth, investment, retirement and protection strategies
- Build long-term client relationships through regular reviews and ongoing financial guidance
- Continuously develop your advisory, communication and wealth planning expertise
Who We're Looking For
No prior financial services experience is required. Comprehensive training and mentorship will be provided.
- Minimum local diploma or degree (all disciplines welcome)
- Interested in wealth management, behavioral finance and personal development
- Curious about how people think, behave, and make financial decisions
- Want to build a rewarding career helping people achieve financial confidence
Why Join Us?
- Operate within Singapore's largest independently owned financial advisory platform with more than 150 partners
- Access a broad range of institutional-grade financial, investment, and wealth solutions
- Learn a modern wealth planning approach that combines behavioral finance with practical financial strategies
- Build long-term relationships by guiding clients through important financial decisions, not just recommending products
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