Summary from listing
The Wealth Manager will advise high-net-worth clients, develop personalized financial and investment plans, manage portfolios, recommend investment products, monitor performance, and coordinate with tax, legal, and estate-planning professionals. The role requires a bachelor's degree in a relevant field, at least 10 years of wealth-management or financial-services experience, strong analytical and communication skills, and knowledge of financial markets and regulatory practices. Preferred qualifications include a master's degree, CFP or CFA certification, Singapore and global wealth-management experience, and a proven track record of building client portfolios. The employer offers a competitive compensation package, commission structure, health benefits, and a collaborative work environment.
