Wealth Manager

2 weeks ago


Singapore FLAIR 88 MARKETING PTE. LTD. Full time

Overview About the Role We are looking for driven, passionate and hardworking individuals to help affluent & HNW clients to grow their wealth and broaden our clientele base. Responsibilities Identify HNW clients' needs through our proven effective in-house diagnostic testing Keep abreast of market news and its impacts to clients' portfolios Curate customised holistic portfolio with detailed analytics Recommend viable solutions to meet clients' objectives and needs Provide regular reviews and analytical reports on clients' investment portfolio Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience Coordinate efforts in delightful experiential events and seminars for existing and prospective clients Who We Are We are a young team comprising of 20+ members who are rapidly growing. More than half of the team have achieved stellar perrformance and numerous industry-wide recognised accolades. We believe in living with flair by advocating work-life balance with work-hard-play-harder mindset. Benefits Full spectrum structured training from wide array of high net worth investment products to analytical tools Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements Dedicated mentorship program with on-the-job training with experienced mentors Flexible work hours Flexible leave arrangements Well-rounded office facilities including gym, shower and swimming pool Spacious common space with fragrant selection of coffee and tea Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants Attractive sign-on bonus and rewarding remuneration bonus Fun-filled recreational & sports activties Qualifications Minimum qualification: Diploma Minimum advisory experience: 2 full years Your needs are our concern. #J-18808-Ljbffr


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