Wealth Manager

2 weeks ago

Singapur, Singapore Prudential Assurance Company Singapore Full time

Prudential Assurance Company Singapore, a subsidiary of Prudential plc, is one of Singapore’s top life and health insurance providers with S$57.7 billion funds under management as of December 2024. Recognized for its financial strength with an ‘AA-’ rating from Standard & Poor’s, Prudential has been serving the financial needs of Singapore for 94 years. With over one million customers, a network of more than 5,400 financial representatives, and specialized business solutions for corporate and high‑net‑worth clients, we are dedicated to meeting diverse financial needs. Our team of over 1,200 employees is committed to creating exceptional customer experiences and fulfilling our purpose of being partners for every life and protectors for every future. Role Description This is a full‑time hybrid role for a Wealth Manager based in Singapore. The Wealth Manager will be responsible for delivering financial planning and investment advisory services, managing client portfolios, and providing tailored wealth management strategies. Day‑to‑day tasks include assessing financial goals, recommending appropriate investments and insurance products, and maintaining long‑term client relationships. Regular client meetings and some work‑from‑home flexibility are part of this role. Qualifications Experience in Financial Planning and Insurance advisory skills Expertise in Investment Management and Investments Comprehensive knowledge of Finance and wealth management solutions Excellent interpersonal and relationship‑building skills Strong analytical and problem‑solving capabilities A Diploma in Finance, Business, or a related field CFA or other relevant financial certifications are an advantage Ability to work both independently and collaboratively in a hybrid work environment Seniority level Entry level Employment type Full‑time Job function Finance and Sales Location: Downtown Core, Central Singapore Community Development Council, Singapore Salary: SGD 2,000.00 – SGD 6,000.00 #J-18808-Ljbffr

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