Wealth Manager

MICHAEL PAGE (PERSONNEL) PTE. LTD.; Town of Islip (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

A leading financial advisory firm is seeking a Wealth Manager to deliver tailored wealth management solutions for high-net-worth clients. The ideal candidate will have a proven track record in client portfolio management, combined with CMFAS certifications, capable of providing strategic investment advice and building long-term client relationships in a collaborative environment.

Benefits

Competitive compensation package

Access to training and research

Opportunities for professional development

Dynamic and collaborative work environment

Qualifications

• Proven experience as a Wealth Manager or Financial Advisor.
• Deep understanding of financial markets and investment strategies.
• Strong business development acumen to expand client base.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Provide strategic investment advice tailored to clients' needs.
• Ensure compliance with regulatory requirements.

Skills

Financial Planning

Investment Management

Client Relationship Management

Communication Skills

Business Development

Education

CMFAS certifications (M5, M9, M9A, HI)

Job description

• Leading Financial Advisory Firm
• Dynamic Team

About Our Client

Our client is a leading financial advisory firm dedicated to delivering tailored wealth management solutions. With a strong client-first approach, they specialise in financial planning, investment management and estate planning to help individuals and families achieve their long-term financial goals. Their team of professionals leverages market insights, advanced financial strategies, and a robust support system to provide best-in-class advisory services.

Job Description

• Develop and implement comprehensive financial plans for high-net-worth individuals and families, covering investments, insurance, retirement, and estate planning.
• Provide strategic investment advice tailored to client's risk appetite, financial objectives, and market conditions.
• Cultivate and manage a portfolio of clients, ensuring long-term relationships through consistent engagement and value-added financial solutions.
• Stay updated on financial products, market trends, regulatory changes, and economic developments to provide informed recommendations.
• Collaborate with internal teams, including research and product specialists, to enhance client offerings.
• Ensure compliance with all regulatory requirements and uphold the highest ethical standards in financial advisory practices.

The Successful Applicant

• Proven experience as a Wealth Manager or Financial Advisor with a strong track record in managing client portfolios.
• Deep understanding of financial markets, investment strategies, and wealth management products.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships and explain complex financial concepts clearly.
• CMFAS certifications (M5, M9, M9A, HI) are required, while M8, M8A, and GI are desirable.
• Strong business development acumen and the ability to expand a client base.

What's on Offer

• A competitive compensation package, including base salary and performance-based incentives.
• Access to a strong support system, including training, research, and lead generation.
• Opportunities for professional development and career advancement.
• A dynamic and collaborative work environment that fosters growth and success.

Contact

Devan Nanthacumar (Lic No:R1871442 / EA no:18S9099)

Quote job ref

JN-032024-6362300

Phone number

[phone]

Michael Page International Pte Limited, company number 199804751N (including Page Executive (53295516A) and Page Personnel Recruitment Pte Ltd (Registration Number: 201736642C)) operates under the EA Licence Numbers of 18S9099 and 18C9065.