Wealth Manager
3 days ago
Overview Strategic Partnership Director | Infinity Affinity Group – Wealth Manager role (part-time, on-site) in Singapore. Role Description This is a part-time on-site role for a Wealth Manager located in Singapore. The Wealth Manager will be responsible for providing personalized financial planning and investment management services. Day-to-day tasks include assessing clients' financial situations, developing tailored financial strategies, managing investment portfolios, and providing insurance advice. The Wealth Manager will work closely with clients to help them achieve their financial goals and secure their futures. Company Description Affinity, proudly representing Infinity Financial Advisory, is a distinguished and multi-award-winning branch committed to empowering individuals and businesses to achieve their financial goals with clarity and precision. Offering a robust portfolio of services ranging from personal financial planning to corporate financial solutions, Affinity is your trusted partner in navigating the complexities of modern finance. Our innovative strategies and proven expertise ensure clients are always ahead, whether they\'re securing their family\'s future, planning retirement, or safeguarding their business. With decades of experience, a comprehensive range of services, and a client-centric approach, Affinity sets the benchmark for quality and reliability in financial advisory services. Qualifications Financial Planning and Investment Management skills Expertise in Investments and Finance Knowledge of Insurance practices and products Strong analytical and problem-solving skills Excellent interpersonal and communication skills Diploma or Bachelor's degree in Finance, Economics, or related field is preferred Relevant certifications such as CFP or CFA are a plus Ability to work independently and collaboratively with a team Seniority level Entry level Employment type Part-time Job function Finance and Sales Note: Referrals or postings encouraging direct messaging or applying may appear on some job boards, but are not required to apply through those channels. This description contains the core responsibilities and qualifications for the Wealth Manager role. EEO statements and company policies apply where required. #J-18808-Ljbffr
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APEX WEALTH MANAGER
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