Job Description - Wealth Manager - JN-032024-6362292 | Michael Page
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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