全职 Wealth Manager 工作, 薪水, SG Alliance 公司招聘中 - Ricebowl

Company Description SG Alliance is a financial advisory firm founded 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 comprehensive financial planning and advisory services. SG Alliance emphasizes integrity, client-centric solutions, and personalized strategies tailored to each client’s goals and risk profile. Team members benefit from a collaborative environment that encourages continuous learning, professional growth, and high standards of service.
Role Description This is a full-time, on-site Wealth Manager role based in Singapore. The Wealth Manager will advise clients on financial planning, investment strategies, and insurance solutions, aligning recommendations with their short- and long-term objectives. Daily responsibilities include meeting with clients, assessing financial needs, preparing and presenting tailored financial plans, and monitoring portfolios to ensure performance and risk are managed appropriately. The role also involves staying current on market trends, regulatory changes, and new financial products, as well as collaborating with internal teams to deliver comprehensive advisory services. The Wealth Manager will maintain accurate documentation, uphold compliance standards, and build lasting client relationships through proactive communication and follow-up.
Qualifications

• Candidates should possess strong skills in Financial Planning and holistic wealth advisory.
• Candidates should possess expertise in Investment Management and Investments, including portfolio construction and asset allocation.
• Candidates should possess solid knowledge of Finance principles and financial analysis.
• Candidates should possess understanding of Insurance solutions and how they complement overall wealth and risk management.
• Relevant professional certifications (e.g., CFP, CFA, or equivalent) and/or a degree in Finance, Economics, Business, or related fields are beneficial.
• Strong analytical, quantitative, and problem-solving abilities, with high attention to detail.
• Excellent interpersonal and communication skills, with the ability to explain complex concepts clearly and build trust with diverse clients.
• Demonstrated ethical judgment, adherence to regulatory requirements, and commitment to client confidentiality.
• Ability to work independently and within a team, managing multiple client relationships and priorities effectively.