Senior Wealth Manager, Singapore

4 weeks ago


Singapore Click and Connect Online Limited Full time

**Job Title:** Senior Wealth Manager

**Location:** Singapore, Remote Working Option

**Company:** Hebden Consulting

**About Hebden Consulting:**

Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services including wealth management, pension planning, private banking, and portfolio review. Our team prioritizes understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.

**Job Description:**

**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.

**What Hebden Consulting Offers:**

Competitive package with attractive income retention. Comprehensive benefits with long-term incentives. Opportunities for professional growth and development. A collaborative and innovative work environment. Access to cutting-edge digital tools and platforms. We are seeking advisors who are eager to transform their potential book into a steady and profitable income stream, while also providing valuable benefits to their clients. The ideal candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.



  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

  • Wealth Manager

    1 week ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.


  • Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...


  • Singapore BNP Paribas Wealth Management Full time

    Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...


  • Singapore Ark Group International (Hong Kong) Limited Full time

    Job Title: Senior Wealth ManagerJob Summary:We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at Ark Group International (Hong Kong) Limited. As a Senior Wealth Manager, you will be responsible for providing comprehensive wealth management services to high net worth individuals and families.Key Responsibilities:Develop...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...


  • Singapore MAYBANK SINGAPORE LIMITED Full time

    As a Senior Wealth Credit Products Manager at MAYBANK SINGAPORE LIMITED, you will be responsible for developing new credit solutions to expand wealth credit financing capability. This includes designing the customer lending journey, creating marketing collateral, and working with IT to develop system capability.You will also work closely with product...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...


  • Singapore MANULIFE INVESTMENT MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Company OverviewManulife Investment Management (Singapore) Pte. Ltd., a wholly-owned subsidiary of Manulife, has been operating in Singapore since 2007. As a hub for wealth management in Asia, our primary function is to provide investment management and related services to Manulife Singapore, including the management of General Accounts and developing...


  • Singapore BNP Paribas Wealth Management Full time

    Position OverviewThe Wealth Management Advisor will play a vital role in fostering long-term relationships with high net worth clients, providing expert advice on investment strategies and product solutions to meet their evolving needs.


  • Singapore Maybank Singapore Full time

    Maybank Singapore is seeking an experienced Senior Banking and Wealth Management Legal Expert to provide legal support for our businesses across Singapore, Malaysia, and Hong Kong.Job DescriptionWe are looking for a highly skilled legal professional with a strong background in banking law and wealth management. The ideal candidate will have the ability to...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...


  • Singapore Bank of Singapore Full time

    Wealth Management Analyst/Associate Programme OverviewCareer Progression with Bank of SingaporeAt Bank of Singapore, we are dedicated to helping talented individuals achieve their career aspirations. Our Wealth Management Analyst/Associate Programme is a graduate programme designed to equip you with the skills and knowledge required to excel in the private...


  • Singapore Click and Connect Online Limited Full time

    We are seeking a Senior Wealth Manager to join our expanding global team in Singapore.Company Overview:We are Hebden Consulting, an Independent Financial Advisory firm with offices in Malaysia and London. We specialize in working with international expats, offering a comprehensive range of services including wealth management, pension planning, private...

  • Wealth Director

    3 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...