
Personal Wealth Manager
2 weeks ago
Personal Wealth Manager (Affluent High Net Worth Focus)
Location: Singapore | Employment Type: Full-time
Are you an experienced and driven financial consultant or banker seeking to take your career to the next level?
At SJGroup Advisors, we’re growing our team of Personal Wealth Managers to serve the expanding Affluent and High Net Worth (AHNW) segment. You’ll receive direct mentorship from AIA Singapore’s Top HNW Producer and Director — a 2x Top of the Table (TOT) qualifier — and discover the proven strategies that consistently produce MDRT, COT, and TOT success.
What You’ll Gain:
Direct mentorship from AIA Singapore’s top HNW performer
Structured lead-generation support via AIBOT appointments and exclusive tie-up channels
Attractive income potential tailored for experienced professionals
Systems that have helped our advisors achieve 3X to 5X their previous performance
Full suite of AHNW planning tools for holistic wealth and legacy planning
Key Responsibilities:
Build strong, trust-based client relationships
Develop personalised financial plans in wealth accumulation, retirement, estate planning, and protection
Monitor portfolios and adapt strategies to evolving needs and market conditions
Uphold high standards of ethics and client servicing
Minimum Requirements:
Academic Qualification:
** Diploma awarded by a polytechnic in Singapore; or**
** International Baccalaureate Diploma qualification; or**
** any other academic qualification which is equivalent to the qualifications set out in the above**
Age: Minimum 21 years old
Prior experience in financial services or banking preferred.
Ready to elevate your advisory career and strive toward MDRT, COT, or TOT achievements?
SP-SJGROUP is an authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R).
**Job Types**: Part-time, Permanent
Pay: From $4,000.00 per month
Expected hours: No less than 8 per week
**Benefits**:
- Flexible schedule
Work Location: In person
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