jobs in Azimut Investment Management Singapore Ltd.

Kerja Sepenuh Masa, Wealth Management Advisor di Azimut Investment Management Singapore Ltd. - Maukerja

Wealth Management Advisor

Azimut Investment Management Singapore Ltd.

Undisclosed

Sepenuh Masa

Singapore

Kongsi
Simpan

Lokasi Kerja

  • Singapore Singapore

Penerangan Kerja

Tanggungjawab

Company Description Azimut Group, founded in 1989 and listed on the Italian Stock Exchange ($AZM.MI) since 2004, is an independent global asset and wealth management company with a presence in 20 countries. Azimut Investment Management Singapore Ltd. is among the largest independent wealth managers in Singapore, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) private clients. The firm offers integrated wealth management, fund management, and family office solutions tailored to sophisticated client needs. Azimut Singapore holds a Capital Markets Services (CMS) license and is regulated by the Monetary Authority of Singapore (MAS), providing a robust and compliant environment for professionals. Team members benefit from an entrepreneurial culture and access to international expertise and investment capabilities.


I am hiring for my team in Singapore and Hong Kong.


Role Description This is a full-time Wealth Management Advisor role based in Singapore or Hong Kong with a hybrid working arrangement, combining office presence with some work-from-home flexibility. The Wealth Management Advisor will manage and grow a portfolio of HNW and UHNW clients by providing comprehensive wealth and investment advisory services aligned with client objectives and risk profiles. Day-to-day responsibilities include conducting client meetings, assessing financial needs, developing and reviewing financial and retirement plans, and recommending suitable investment and wealth management solutions. The role involves monitoring portfolios, preparing performance and suitability reviews, and ensuring ongoing compliance with internal policies and MAS regulations. The Advisor will collaborate with investment, product, and operations teams, participate in business development activities, and stay current on market trends, products, and regulatory deve

lopments.

Qualifications

  • Entrepreneurial, Independent and Resourceful.
  • Deep knowledge of Investments and Finance to analyze markets, construct portfolios, and explain solutions clearly to clients.

Strong skills in Financial Planning and Retirement Planning to design and maintain holistic, long-term client strategies.

  • Practical experience providing Wealth Management Services, preferably to HNW and UHNW clients in a regulated environment.
  • Relevant academic background in Finance, Economics, Business, or a related discipline; professional certifications such as CFP, CFA, or equivalent are an advantage.
  • Sound understanding of MAS regulations and local/international wealth management practices, with high ethical standards and a strong compliance mindset.
  • Excellent communication and relationship-building skills, with the ability to work independently and as part of a collaborative team.
  • Proven track record in client acquisition, portfolio management, or advisory roles within wealth or private banking is highly beneficial.

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