Strategic Wealth Manager

1 day ago


Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time
Job Description

At Manulife Financial Advisers PTE. LTD., we are seeking a highly motivated and skilled Strategic Wealth Manager to join our team.

About the Role

This role involves providing top-notch financial planning services to clients, helping them achieve their long-term financial goals. You will be responsible for understanding and addressing your clients' needs for income protection, savings, investments, healthcare, retirement, business continuity, and estate distribution.

You will also need to acquire new businesses while maintaining current account portfolios and provide exceptional client service to ensure high levels of satisfaction and retention.

Key Responsibilities
  • Develop and implement personalized financial plans for clients to meet their unique needs and goals.
  • Provide ongoing monitoring and adjustment of clients' plans to ensure they remain on track to meet their objectives.
  • Build and maintain strong relationships with clients through excellent communication and interpersonal skills.
  • Identify opportunities to grow existing client relationships and develop new business leads.
  • Maintain up-to-date knowledge of industry trends, products, and regulatory requirements to stay ahead in the market.
Requirements and Qualifications
  • Minimum 21 years old and holds a Diploma/Degree qualification in a relevant field.
  • Prior working experience in sales is an advantage, but not necessary.
  • Goal-oriented, self-driven, and proactive in character, with a passion for delivering exceptional client service.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds.
Benefits
  • A competitive salary of SGD $60,000 - $80,000 per annum, commensurate with experience.
  • A comprehensive training program to enhance your skills and knowledge in financial planning and wealth management.
  • The opportunity to work with a leading financial services company and contribute to the growth of our business.
  • A dynamic and supportive work environment that encourages collaboration and professional development.

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