Advise individual investors on tailored investment, portfolio management, protection, and wealth-planning solutions. Build long-term client relationships, acquire new clients, grow assets under management, conduct portfolio reviews, and provide market perspectives. Collaborate with investment and protection specialists while maintaining accurate records, completing suitability assessments, meeting disclosure obligations, and ensuring compliance with MAS regulations and internal policies.
Our client is a well-established financial services group with a strong presence across Asia. It has a long track record in securities, investment and wealth management. The group serves a diverse base of retail, high-net-worth and institutional investors. It is known for its regional research capabilities, its broad product platform and its commitment to professional, client-centric advice. As it continues to expand its wealth franchise, the organisation is looking for driven advisors to join its growing team in Singapore.
As a Wealth Advisor, you will be the trusted point of contact for a portfolio of individual investors. You will help them build, protect and grow their wealth through tailored investment and financial planning solutions. Working alongside product specialists and partners, you will deepen existing relationships, bring in new clients and expand assets under management. All of this will be done to the highest standards of conduct and regulatory compliance.
Your Role:
- Engage clients in in-depth discussions to understand their financial objectives, investment horizon and risk appetite, then recommend suitable wealth solutions
- Provide advice across a wide spectrum of asset classes, including listed equities, exchange-traded funds, collective investment schemes, fixed income and structured investments
- Present discretionary and professionally managed portfolio solutions to clients seeking a hands-off approach to investing
- Carry out periodic portfolio reviews, share timely market perspectives and suggest portfolio adjustments where appropriate
- Work closely with in-house investment specialists and protection partners to offer holistic wealth and risk management solutions
- Cultivate long-term client relationships through regular touchpoints, personalised service and responsive support
- Grow the client base and assets under management through new client acquisition, portfolio consolidation and deeper share of wallet
- Identify client needs and introduce relevant investment, managed portfolio, protection and other wealth planning solutions
- Deliver sustainable revenue through client retention, referrals and quality advisory engagement
- Ensure all advice and transactions comply with prevailing MAS regulations and internal policies
- Maintain accurate client records, complete suitability and risk profiling assessments, and make all required disclosures
- Demonstrate integrity, professionalism and fair dealing in every client interaction
Requirements
- Degree in Finance, Business, Economics, Banking or a related field is advantageous
- Interest in financial markets, investment products and wealth planning
- Working knowledge of investment products, managed portfolio solutions and insurance
- Strong communication, interpersonal and relationship-building skills
- Self-driven and client-focused, with the motivation to meet business development and asset growth targets
- An existing client book or investor network will be highly beneficial
- Relevant CMFAS modules and regulatory approvals are required before carrying out regulated activities; support will be given to obtain them
Benefits
- High degree of flexibility in managing your schedule and client engagements
- Structured training programme, including support for CMFAS examinations and continuous professional development
- Access to a comprehensive investment platform, regional research and specialist support
- Clear career progression pathways based on performance and capability
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