Wealth Manager

Role: Wealth Manager

About the role:

We are seeking a dynamic and experienced wealth manager for our esteemed advisory client. As a wealth manager, you will guide and support High net-worth clients in achieving their financial objectives.

Your primary responsibility will include developing personalised financial plans,

managing portfolios and providing expert advice on various financial matters, such

as taxes, insurance and risk management.

The ideal candidate will bring their financial expertise and establish long-lasting

relationships with clients while contributing to our client's mission of helping individuals achieve their economic aspirations. Our client offers a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.

Objectives of this role:

• Building and maintaining solid relationships with clients, understanding

their financial goals, risk tolerance and investment preferences.

• Conducting in-depth economic assessments to analyse clients' current

financial situations and identify areas for growth and improvement.

• Developing personalised financial plans and investment strategies aligned

with client's objectives and risk profiles.

• Recommending suitable investment products, such as equities, bonds,

mutual funds and alternative investments, based on thorough market

research and analysis.

• Monitoring and reviewing investment portfolios regularly, adjusting

strategies as per market conditions and clients' changing needs.

• Providing clients with ongoing financial advice and guidance, addressing

their queries and providing proactive wealth management solutions.

• Collaborating with internal teams, such as tax advisors, legal professionals

and estate planners, to offer comprehensive financial solutions to clients.

• Helping the company meet its financial objectives through personalised

financial planning.

• Staying updated with market trends, economic developments and

regulatory changes to provide accurate and timely advice to clients.

Responsibilities:

• Organise client meetings to discuss financial goals, risk tolerance and

investment preferences.

• Develop personalised wealth management strategies, including investment

planning, portfolio allocation and retirement planning.

• Monitor and review clients' financial progress regularly, ensuring alignment

with their objectives and making adjustments.

• Conduct in-depth research and analysis of investments, tax laws, and other

financial matters to provide informed advice.

• Evaluate investment opportunities, considering factors like risk, return

potential and liquidity.

• Provide ongoing financial advice and guidance to clients, keeping them

informed about market trends, investment opportunities, and potential

risks.

• Create detailed financial plans, including cash flow projections, retirement

planning, and tax optimisation strategies.

• Monitor and review investment performance, conducting periodic portfolio

rebalancing to align with clients' objectives.

• Collaborate with internal teams to coordinate complex financial transactions,

such as estate transfers and charitable giving.

• Participate in industry conferences and seminars to expand knowledge and

network with potential clients.

Required skills and qualifications:

• BA bachelor's degree in finance, economics, business administration or a

related field.

• 10+ years of experience as a wealth manager or in financial services, including

knowledge of developing and implementing financial plans and managing

investments.

• Understanding of financial markets, investment products, and wealth

management principles.

• Proficiency in financial analysis tools, portfolio management software, CRM

systems and MS Office suite.

• Excellent interpersonal skills and the ability to build trust and rapport with

clients.

• Strong analytical and problem-solving abilities with quick decision-making

and a results-oriented mindset.

• Exceptional verbal and written communication skills in explaining complex

financial concepts to clients.

• Integrity, ethical conduct, and adherence to regulatory guidelines and

industry best practices.

Preferred skills and qualifications:

• A master's degree in finance, accounting, economics, or a related field.

• Relevant professional certifications such as Certified Financial Planner (CFP),

Chartered Financial Analyst (CFA), or equivalent.

• Experience in serving high-net-worth individuals and understanding their

unique wealth management needs.

• Familiarity with relevant tax laws, regulations, and financial planning

strategies specific to the Singapore and Global Wealth Management market.

• Proven track record of building a successful client portfolio.

• Ability to develop innovative financial solutions and effectively manage

multiple projects simultaneously.

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Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

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