SG Alliance Hiring! Full Time Wealth Manager in - Ricebowl

Company Description

SG Alliance is a financial advisory firm established in Singapore in 2021, dedicated to helping individuals and businesses build holistic and resilient financial roadmaps. The firm focuses on maximizing long-term value for clients through personalized financial strategies and disciplined advisory practices. SG Alliance emphasizes integrity, client-centric service, and sustainable financial outcomes. Team members collaborate closely with clients to understand their goals, mitigate risks, and support their financial well-being across changing economic cycles.

Role Description

The Wealth Manager role is a full-time, hybrid position based in Singapore, with a combination of in-office and work-from-home arrangements. The Wealth Manager will meet with clients to assess their financial goals, analyze their current financial situations, and develop tailored wealth management strategies. Daily responsibilities include designing and reviewing financial plans, managing investment portfolios, coordinating insurance solutions, and monitoring market developments to provide timely advice. The role also involves preparing reports, conducting regular portfolio reviews, ensuring regulatory and compliance standards are met, and collaborating with internal teams to deliver integrated advisory services. The Wealth Manager is expected to build long-term client relationships, maintain clear communication, and support business development activities through client referrals and networking.

Qualifications

• Strong expertise in Financial Planning, including holistic wealth management, retirement planning, and cash flow analysis.
• Proven experience in Investment Management and handling Investments, such as portfolio construction, asset allocation, and risk assessment.
• Solid understanding of Finance principles, including capital markets, tax considerations, and financial products.
• Knowledge of Insurance solutions, including life, health, and risk management products integrated into overall financial plans.
• Relevant academic background in Finance, Economics, Business, or related fields; professional certifications (e.g., CFP, CFA, CMFAS) are an advantage.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and sound judgment.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and build trust with diverse clients.
• Demonstrated integrity, adherence to regulatory requirements, and commitment to ethical advisory practices.
• Ability to work independently and in teams in a hybrid environment, with good time management and client service orientation.