Senior Wealth Manager, Singapore
4 days ago
Role Overview:
Hebden Consulting is seeking a Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager at Hebden Consulting, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
- Portfolio Management: Monitor and manage client portfolios.
- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
- Experience: Minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM.
- Skills:
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain relationships with affluent clients.
- Proficiency in using financial planning and portfolio management tools.
- Ability to work independently and as part of a team.
- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
- Language: Fluency in English is required.
How to Apply:
Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.
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