Wealth Services Manager — High-Impact Advisory & Growth

wealth coach llp; Singapore; On-site; SGD 120,000 - 210,000; Full time

Benefits offered by this job

MAP monthly allowance up to SGD 6,000

PRUVenture up to SGD 15,000/month for

Uncapped earnings potential

Advanced digital systems

Dual career track

Overseas incentive programs

Job summary

Wealth Coach LLP is hiring a Manager, Wealth Services in Singapore to deliver client-centric financial advice and support clients in wealth preservation and financial planning across individuals and corporate clients.

The role emphasizes MAS regulatory compliance, client relationship building, and strategic portfolio planning, with multiple career tracks toward advisory leadership and potential overseas incentives.

Qualifications

• Age at least 21 years old (MAS Notice FAA-N26).
• Academic qualifications: Full GCE 'A' Level (3 H2 + 2 H1), IB Diploma, Polytechnic Diploma or MAS/Prudential-recognised equivalent.
• Experience: Mid-career switchers with at least 5 years of sales, corporate, or managerial experience.
• Licensing: Willingness to obtain CMFAS certifications (RES5, M9, M9A, HI, M8/M8A) prior to appointment.

Responsibilities

• Conduct comprehensive financial needs assessments and support portfolio planning across protection, wealth accumulation and retirement.
• Build enduring client relationships through regular portfolio reviews, claims assistance, and policy servicing.
• Maintain strict adherence to MAS regulations, FAA, and internal Competence & Compliance standards.

Job description

Wealth Coach LLP is hiring a Manager, Wealth Services in Singapore to deliver client-centric financial advice and support clients in wealth preservation and financial planning across individuals and corporate clients.

The role emphasizes MAS regulatory compliance, client relationship building, and strategic portfolio planning, with multiple career tracks toward advisory leadership and potential overseas incentives.