Wealth Manager

Role Overview

As a Wealth Manager, you will help clients identify their financial goals and develop plans for priorities such as protection, savings, investments and retirement. You will build your client base through outreach and referrals, and maintain long-term relationships through regular follow-ups and portfolio reviews.

Key Responsibilities

• Meet with prospective and existing clients to understand their financial circumstances, goals, time horizons and risk tolerance.
• Develop wealth plans and recommend suitable solutions within the scope of your authorisation, explaining their costs, benefits and risks in clear terms.
• Review clients’ portfolios and financial plans periodically to assess whether they remain aligned with their goals and changing circumstances.
• Build a pipeline of prospective clients through networking, referrals and proactive outreach.
• Guide clients through applications and maintain accurate records of client discussions, recommendations and follow-up actions.

Requirements

• Diploma or Degree.
• Candidates without prior experience are welcome to apply.
• Interest in personal finance, investments and wealth planning.
• Good listening and communication skills, with the ability to explain financial concepts clearly.
• Comfortable initiating conversations with prospective clients and following up consistently.
• Willingness to complete the training and examinations required for the role.

Only shortlisted candidates will be contacted.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to recruitSG’s PDPA and e2i’s PDPA.