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Open nowPosted today

Wealth Manager (Affluent and High Net Worth)

SJGROUP ADVISORS

Pay
SGD 4,000 – SGD 6,000 a month
Where
Central, Singapore
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Your applicationOpen nowWealth Manager (Affluent and High Net Worth)SJGROUP ADVISORS · Central, Singapore

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on SJGROUP ADVISORS's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted today

The posting

Company Overview

SJ Group Advisors prioritizes clients and associates, building trust through transparent, innovative financial advisory services. Our dedicated team guides clients on their financial journey with integrity and accountability, fostering lasting relationships and shared success.

Job Summary

A Wealth Manager supports affluent and high net worth clients by managing, growing, and protecting their wealth through tailored financial strategies and comprehensive advisory services.

Responsibilities

  • Cultivate and maintain strong relationships with affluent and high net worth clients to understand their financial goals
  • Analyze clients’ financial objectives and design customized wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to protect and grow their assets
  • Provide attentive and personalized customer service to ensure a positive and seamless wealth planning experience
  • Engage in networking and marketing activities to expand the client base and enhance business growth
  • Manage complex cases involving high net worth and ultra-high net worth clients, coordinating with clients and their advisers to deliver comprehensive financial solutions

Preferred competencies and qualifications

  • Minimum full certificate in GCE 'A' Level (3 passes in H2 subjects and 2 passes in H1 subjects), International Baccalaureate Diploma, diploma from a Singapore polytechnic, or equivalent academic qualification
  • Proficient in English communication
  • Strong presentation and interpersonal skills demonstrated through client interactions and business development
  • Experience in financial services or related fields is advantageous
  • Ability to quickly learn and adapt in a dynamic, fast-paced environment
  • Enthusiasm for the financial services industry and a passion for client service

Posting text belongs to the employer. Removal requests: contact us.

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