Associate Wealth Manager

2 weeks ago

Downtown Tanjong Pagar, Singapore Invictus Advisory Pte Ltd Full time $60,000 - $120,000 per year
About Us

Summit Planner Invictus, representing Manulife Financial Advisers, is a Singapore-based financial advisory firm known for delivering quality advice and professional services.

We prioritise our clients' needs, offering sound, personalised strategies to help them achieve their financial goals. With access to a wide range of insurance, investment, and retirement solutions from Manulife and other trusted partners, we provide clients with comprehensive financial planning backed by strong governance and financial strength.

Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS), and is backed by Manulife Singapore, a leading Canadian-based financial services group.


Role Description

This is a full-time, hybrid role based in Singapore. As a Wealth Manager, you will provide tailored financial planning, manage client investments, and offer insurance solutions to help clients reach their goals.

Your responsibilities include:

  • Assessing clients' financial situations and developing personalised strategies.
  • Managing investment portfolios and recommending suitable solutions.
  • Maintaining a strong understanding of market trends and regulatory requirements.
  • Building long-term, trust-based relationships with clients.

What We're Looking For
  • Strong financial planning and investment management skills.
  • Excellent communication and interpersonal abilities.
  • Analytical and problem-solving mindset.
  • Able to work independently in a hybrid environment.
  • Prior experience in the financial industry is a plus.

Qualifications
  • CMFAS RES5, M9, M9A, and HI preferred — having them is ideal, but training will be provided for the right candidate.
  • Bachelor's degree or Diploma.
  • Strong organisational and time management skills.
  • Proficient in Microsoft Office and relevant software.
  • Compliance-minded, with knowledge of regulatory frameworks.
  • Professional certifications (e.g. CFA, CFP, CPWA) are a plus.
  • Multilingual abilities are advantageous.

Why Join Us
  • Backing of a globally recognised financial brand.
  • Structured training and professional development.
  • Hybrid work flexibility.
  • Opportunities to work with high-net-worth clients.
  • Clear career growth pathways.

Apply now to build a rewarding career with a trusted financial advisory firm.

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