Wealth Manager, Singapore

2 weeks ago


Singapur, Singapore Click and Connect Online Limited Full time

Job Title: Wealth Manager

Location: Singapore, Remote Working Option

Company: Hebden Consulting

Job Description:

Role Overview:

Hebden Consulting is seeking a Wealth Manager to join their expanding global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies. This role requires exceptional relationship management skills, a deep understanding of financial markets, and a commitment to delivering outstanding client service.

Key Responsibilities:

- Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.

- Financial Planning: Tailor financial plans encompassing retirement, tax, 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.

- 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: Bachelors degree in Finance, Economics, Business Administration, or a related field. A Masters degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.

- Experience: 5-7 years of experience in wealth management with a transferable international client base.

- 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 the 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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