Wealth Solution Manager

Build Your Career in Wealth Management

We are a leading international banking and financial services organisation, serving customers across wealth management, banking and financial markets.

We are looking for motivated and client-focused individuals to join our Wealth Solutions team. This role provides an opportunity to build a professional career in wealth management, client acquisition, financial planning and relationship management.

Whether you have experience in banking, financial services, investments, sales, business development or client relationship management, we welcome individuals who are driven to develop a long-term career in wealth management.

Key Responsibilities
Client Acquisition & Relationship Management

• Develop new business opportunities and build a sustainable client portfolio.
• Identify and engage prospective clients through networking, referrals and relationship-building activities.
• Build and maintain long-term professional relationships with clients.
• Conduct regular client reviews to understand their evolving financial needs and objectives.
• Develop strong client relationships through professional and consultative engagement.

Financial Needs Analysis & Advisory

• Conduct proper fact-finding and financial needs analysis with clients.
• Understand clients' financial objectives, investment preferences and protection needs.
• Recommend suitable financial solutions and investment funds based on identified client needs.
• Explain product features, benefits, risks and relevant considerations clearly to clients.
• Assist clients with applicable fund-related transactions, including fund switching and premium redirection.

Client Servicing

• Provide quality after-sales service and ongoing support to clients.
• Review client portfolios regularly and identify opportunities to keep their financial plans up to date.
• Maintain accurate records of financial needs analysis, product summaries, policy illustrations and other relevant documentation.
• Ensure client activities and documentation comply with applicable regulatory and company requirements.

Professional Development & Compliance

• Keep up to date with regulatory requirements, product knowledge and company guidelines.
• Complete compulsory training, Continuous Professional Development (CPD) requirements and annual competency assessments.
• Participate in coaching sessions, team meetings and professional development programmes.
• Candidates with less than three years of relevant financial advisory experience may be required to complete the applicable IBF Level 1 validation as part of the foundation programme.
• Opportunities may be available to pursue professional qualifications such as Associate Financial Consultant (AFC), Chartered Financial Consultant (ChFC) or Chartered Life Underwriter (CLU), subject to applicable requirements.

Requirements

• Minimum GCE A-Level, Polytechnic Diploma or Degree from a recognised institution.
• Candidates from banking, financial services, wealth management, investments, sales, business development or relationship management backgrounds are encouraged to apply.
• Strong communication, interpersonal and presentation skills.
• Client-focused with a professional and consultative approach.
• Self-motivated, driven and comfortable developing and managing a client portfolio.
• Willingness to learn and develop a long-term career in wealth management.
• Relevant financial services qualifications or industry experience will be an advantage.

Who We Are Looking For

We welcome individuals who are:

Client-focused — Enjoy building meaningful and professional relationships.

Driven — Motivated to develop new business and achieve professional goals.

Entrepreneurial — Comfortable building and managing your own client portfolio.

People-oriented — Confident communicating and engaging with different types of clients.

Growth-minded — Willing to learn, develop new skills and build a long-term career in wealth management.

Employment Type: Full-time
Location: Singapore

Pay: $4,000.00 - $10,000.00 per month

Benefits:

• Dental insurance
• Employee assistance programme
• Employee discount
• Flexible schedule
• Professional development
• Work from home

Work Location: Hybrid remote in City Hall