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Wealth Manager

icon building Company : Michael Page
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Wealth Manager

  • Competitive pay, uncapped earnings, and clear career growth
  • Structured training, expert mentorship, and diverse financial tools
About Our Client

Our client is a leading financial services provider with a strong presence in Singapore, dedicated to helping individuals and families achieve long-term financial security. Known for its client-centric approach and innovative wealth management solutions, the organisation offers a comprehensive suite of products, including investments, insurance, and retirement planning. With a commitment to professional excellence and continuous development, our client empowers its team with world-class training, cutting-edge tools, and a collaborative environment to deliver exceptional value to high-net-worth and affluent clients.

Job Description
  • Build and maintain strong relationships with high-net-worth individuals and affluent clients.
  • Provide holistic financial planning, including investment, insurance, and retirement solutions.
  • Analyse clients' financial situations and recommend tailored strategies to optimise wealth growth and protection.
  • Stay updated on market trends, investment products, and regulatory changes.
  • Collaborate with internal specialists to deliver integrated solutions across banking, investments, and estate planning.
The Successful Applicant
  • Minimum 2-3 years of experience as a Financial Advisor, Relationship Manager, or Wealth Manager in a bank or financial institution.
  • Strong understanding of investment products, insurance solutions, and financial planning principles.
  • Excellent communication and interpersonal skills with a client-centric approach.
  • MAS licensing (CMFAS papers) preferred.
  • Proven ability to meet and exceed sales targets.
What's on Offer
  • Competitive remuneration with attractive performance-based incentives.
  • Access to a wide range of financial products and solutions.
  • Continuous professional development and career progression opportunities.
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