A wealth manager plays a crucial role in helping affluent and high net worth clients manage, grow, and protect their wealth. Their responsibilities span a wide range of financial services and require a deep understanding of the financial markets, investment strategies, tax laws, and estate planning.
Roles and Responsibilities
- Cultivate relationships with Affluent and High Net Worth (HNW) clients.
- Comprehend the financial objectives of Affluent and High Net Worth (HNW) clients and propose tailored wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to foster the protection and growth of their wealth.
- Deliver exceptional customer service, ensuring a pleasant wealth planning experience.
- Participate in networking and marketing initiatives to enhance the customer base.
- Responsible for larger and more complex high net worth or ultra-high net worth client cases involving contact with the clients and their advisers.
Requirement
- Minimum full certificate in GCE 'A' Level (3 passes in H2 subjects and 2 passes in H1. Subjects), or International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or any other academic qualification which is equivalent to the qualifications set out in the above.
- Minimum age of at least 21 years old.
- Able to speak fluent English and able to communicate fluently with Chinese counterparts
- Good presentation and interpersonal skills
- Related Experience is an advantage
- Ability to learn quickly and adapt to a fast-paced environment
- Enthusiasm for the financial services industry and a passion for helping clients
