Save Job Back to Search Job Description Summary Similar JobsLeading Financial Advisory FirmDynamic TeamAbout Our ClientOur 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 DescriptionDevelop 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 ApplicantProven 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 OfferA 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.ContactDevan Nanthacumar (Lic No:R1871442 / EA no:18S9099)Quote job refJN-032024-6362300Phone number+65 6416 9879Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationInternationalContract TypePermanentConsultant nameDevan Nanthacumar (Lic No:R1871442 / EA no:18S9099)Consultant contact+65 6416 9879Job ReferenceJN-032024-6362300