Wealth Management Manager

Position Overview:
We are one of the top leading AIA agencies in Singapore, winning numerous rewards. The Distrust proud heritage of success saw it achieving the Top District in AIA Singapore in 2017, amongst the many accolades achieved over the years. As one of the longest serving districts in AIA Singapore, SP-Gabriel Tan was re-named to GT Group and is now an authorized representative of AIA Financial Advisers Private Limited.

If you would like to achieve more financial achievements as well as personal professional development, we want you

Wealth Management Consultants are financial professionals who provide personalized investment and financial planning advice to high-net-worth individuals, families, and organizations. You work closely with clients to understand their financial goals, risk tolerance, and investment preferences and then develop customized strategies to help clients achieve their financial objectives.

Key Responsibilities:
1. Client Relationship Management:

- Build and maintain strong, long-term relationships with high-net-worth clients.
- Conduct in-depth discussions with clients to understand their financial goals, risk tolerance, investment preferences, and overall financial situation.
- Provide proactive and responsive communication to clients, ensuring their needs and concerns are addressed in a timely and professional manner.

2. Financial Planning and Analysis:

- Analyse clients' financial information, including income, assets, investments, liabilities, and insurance coverage, to develop comprehensive financial plans.
- Create customized investment strategies and asset allocation recommendations based on clients' risk profiles and investment objectives.
- Conduct regular portfolio reviews and adjust as necessary to ensure alignment with clients' evolving financial goals and market conditions.

3. Investment Advisory:

- Recommend and implement investment solutions, including stocks, bonds, mutual funds, ETFs, alternative investments, and other financial products, based on clients' investment objectives and risk tolerance.
- Monitor investment performance and provide ongoing guidance to clients regarding investment decisions and market trends.
- Stay informed about market developments, economic trends, and regulatory changes to provide up-to-date advice to clients.

4. Estate and Tax Planning:

- Collaborate with clients' legal and tax advisors to develop comprehensive estate planning strategies, including wills, trusts, and tax-efficient wealth transfer solutions.
- Provide guidance on tax planning strategies and investment vehicles that can help optimize clients' tax positions.

5. Compliance and Regulatory Adherence:

- Ensure compliance with industry regulations and internal policies, including Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.
- Adhere to ethical standards and professional conduct in all client interactions and business practices.

**Qualifications and Skills**:

- Minimum qualification Diploma
- Relevant professional certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Wealth Manager (CWM), may be required or preferred.
- Proven experience in wealth management, financial planning, or investment advisory services, preferably with high-net-worth clients. - Strong understanding of financial markets, investment products, and wealth management principles.
- Excellent communication, interpersonal, and presentation skills.
- Proficiency in financial analysis and investment management software.
- Ability to work independently and as part of a team in a fast-paced, client-focused environment.
- Commitment to maintaining the highest ethical standards and client confidentiality.

**Job Types**: Full-time, Permanent, Fresh graduate, Freelance

Pay: $3,000.00 - $15,000.00 per month

**Benefits**:

- Dental insurance
- Health insurance
- Work from home

Supplemental pay types:

- Commission pay

**Education**:

- Local Polytechnic Diploma (required)

Work Location: In person