Wealth Manager, Financial Advisory

This position is ideal for sales-oriented individuals who are hungry for success and eager to build a rewarding career in the financial services industry.

As a Wealth Manager, you will play a key role in helping clients navigate their financial journeys by providing tailored advice and solutions. You will undergo comprehensive training and obtain mandatory financial certifications before engaging in advisory work, ensuring that you are equipped with the knowledge and skills needed to excel in this role.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs, goals, and aspirations.
• Provide personalised financial advice and recommend suitable products or solutions to help clients achieve their objectives.
• Proactively identify opportunities to expand your client base through networking, referrals, and other business development activities.
• Stay updated on market trends, financial products, and regulatory requirements to deliver accurate and relevant advice.
• Collaborate with colleagues and leverage company resources to enhance client satisfaction and drive business growth.
• Complete mandatory financial certifications (e.g. CMFAS) within the stipulated time-frame before commencing advisory work.

Requirements

• A diploma or degree in any discipline.
• Strong interest in financial planning, wealth management, and sales-driven roles.
• Self-motivated, proactive, and results-oriented individual with a hunger for success.
• Excellent interpersonal and communication skills to engage effectively with clients from diverse backgrounds.
• Willingness to learn, adapt, and continuously improve in a fast-paced environment.
• Commitment to obtaining mandatory financial certifications before starting advisory work (training support provided).

What’s next

If you are ready to take the next step in your career by joining a collaborative team, we encourage you to apply now!

Do note that we will only be in touch if your application is shortlisted.

Robert Walters (Singapore) Pte Ltd

ROC No.: 199706961E | EA Licence No.: 03C5451

EA Registration No.: R1988743 Raymond Gan