Wealth Manager

6 days ago

Singapore Independent Resourcing Consultancy Ltd Full time

Overview
Wealth Manager - Singapore. This firm is a pioneering, independent financial advisory consultancy focused on safeguarding the financial futures of clients. Established by UK-qualified financial advisers, it differentiates itself with its vibrant energy and innovative approach in the offshore marketplace.
The firm aims to equip Wealth Managers with the essential skills and knowledge to excel, supported by a robust selection process and ongoing professional development to provide top-tier financial planning and wealth management services to expatriates worldwide.
Responsibilities
Engage directly with clients to assess and advise on medium to long-term financial objectives. Tailor advice to the client’s nationality and location, covering Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
Collaborate with marketing, coordination, and paraplanning teams to facilitate daily client interactions.
Qualifications & Requirements
Education: Level 4 qualification UK or equivalent. The firm supports attaining relevant qualifications, with encouragement to pursue further education; preference for candidates already Level 4 certified.
Experience: Targeting advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance their career.
Skills: Fluency in English, exceptional communication skills, proven sales capabilities, entrepreneurial spirit, and a high level of motivation and professionalism.
Note: Ideal candidates will already possess an established AUM/book of existing clients.
Offer & Benefits
Competitive remuneration and exceptional earnings for top performers, with regular incentives including international conventions.
Potential involvement in the firm’s ambitious global expansion plans, including opportunities to open new offices worldwide.
Company & Culture
The firm provides in-house CRM developed by former Wealth Managers and supports continuous training to ensure compliance with client and company expectations, reinforcing a strong reputation and expanding global presence.
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