Wealth Manager (Financial Advisory)

International Permanent View Job Description
Our client is an elite financial advisory firm, a globally recognised leader in wealth management. As a Wealth Manager, you'll enjoy the autonomy to unlock your full potential and cultivate your own client base within our esteemed organisation.
  • Leading Financial Advisory Firm
  • Dynamic Team

About Our Client

Our client is a leading financial advisory firm dedicated to delivering tailored wealth management solutions. With a strong client-first approach, they specialise in financial planning, investment management and estate planning to help individuals and families achieve their long-term financial goals. Their team of professionals leverages market insights, advanced financial strategies, and a robust support system to provide best-in-class advisory services.

Job Description

  • Develop and implement comprehensive financial plans for high-net-worth individuals and families, covering investments, insurance, retirement, and estate planning.
  • Provide strategic investment advice tailored to client's risk appetite, financial objectives, and market conditions.
  • Cultivate and manage a portfolio of clients, ensuring long-term relationships through consistent engagement and value-added financial solutions.
  • Stay updated on financial products, market trends, regulatory changes, and economic developments to provide informed recommendations.
  • Collaborate with internal teams, including research and product specialists, to enhance client offerings.
  • Ensure compliance with all regulatory requirements and uphold the highest ethical standards in financial advisory practices.

The Successful Applicant

  • Proven experience as a Wealth Manager or Financial Advisor with a strong track record in managing client portfolios.
  • Deep understanding of financial markets, investment strategies, and wealth management products.
  • Excellent communication and interpersonal skills, with the ability to build strong client relationships and explain complex financial concepts clearly.
  • CMFAS certifications (M5, M9, M9A, HI) are required, while M8, M8A, and GI are desirable.
  • Strong business development acumen and the ability to expand a client base.

What's on Offer

  • A competitive compensation package, including base salary and performance-based incentives.
  • Access to a strong support system, including training, research, and lead generation.
  • Opportunities for professional development and career advancement.
  • A dynamic and collaborative work environment that fosters growth and success.
Contact
Devan Nanthacumar (Lic No:R1871442 / EA no:18S9099)
Quote job ref
JN-032024-6362300
Phone number
+65 6416 9879

Job summary

Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Location
International
Contract Type
Permanent
Consultant name
Devan Nanthacumar (Lic No:R1871442 / EA no:18S9099)
Consultant contact
+65 6416 9879
Job Reference
JN-032024-6362300

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.