Wealth Manager

Company Description Summit Planners Exchange is a branch representing Manulife Financial Advisers Pte. Ltd.,The branch provides professional advisory services while adhering to regulatory and corporate compliance standards outlined by Manulife Financial Advisers.

**Role Description The Wealth Manager is a full-time, on-site role based in Singapore, focused on providing comprehensive financial and wealth management advice to individual and corporate

clients.

Day-to-day responsibilities include assessing clients’ financial goals, developing tailored financial and investment strategies, and recommending appropriate insurance and protection solutions. The role involves regular client meetings, portfolio reviews, and ongoing monitoring of market developments to adjust strategies as needed.

The Wealth Manager will collaborate with internal partners, ensure adherence to regulatory and compliance requirements, and maintain detailed documentation of all client interactions and recommendations.

Qualifications

• Strong skills in Financial Planning and Finance to analyze client needs and design holistic wealth strategies.
• Proficiency in Investment Management and Investments to construct, review, and optimize client portfolios.
• Knowledge of Insurance solutions to address risk management and protection requirements.
• Relevant professional certifications (e.g., CFP, CFA, or equivalent) and appropriate regulatory licenses required for advisory work in Singapore.
• Prior experience in wealth management, private banking, or financial advisory roles, preferably within Singapore’s financial sector.
• Excellent interpersonal, communication, and relationship-management skills, with the ability to explain complex financial concepts clearly.
• High level of integrity, strong compliance mindset, and attention to detail in documentation and regulatory adherence.
• Ability to work independently and collaboratively, with strong analytical skills and proficiency in financial planning tools and MS Office applications.**