- Singapore Singapore
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Job SummaryWe are seeking an analytical, strategic, and highly relationship-oriented Wealth Manager to join our premier private wealth advisory practice. In this critical professional role, you will be the core relationship and technical owner responsible for managing comprehensive investment portfolios, formulating personalized capital preservation strategies, analyzing multi-layered asset performance metrics, and delivering data-driven financial advice to premium accounts.Operating at the intersection of our corporate accounting squads, product analysts, and senior executive leadership, you will translate complex macroeconomic trends and cross-border financial datasets into clear asset-allocation roadmaps. The ideal candidate will combine strong systematic market analysis with exceptional interpersonal maturity to insulate client assets from market volatility, maximize long-term portfolio yields, and maintain complete compliance with financial regulatory bodies.Key ResponsibilitiesAsset Portfolio Optimization: Direct, monitor, and systematically optimize the end-to-end investment portfolios, asset configurations, and wealth yields of premium clients based on their specific risk tolerances.Quantitative Analytics & Market Sourcing: Track, extract, and interpret multi-layered global valuation datasets, market indicators, and investment trends to build comprehensive yield analysis briefs and forecast sheets.Fiduciary Risk Management: Build and maintain detailed portfolio sensitivity models, capital allocation sheets, and risk mitigation registers to safeguard assets against financial market bottlenecks.Strategic Advisory & Client Retention: Act as a trusted, high-touch professional financial advisor, conducting regular portfolio performance reviews and executing structured wealth preservation frameworks.Cross-Functional Solution Alignment: Partner closely with internal investment analysts, tax infrastructure specialists, insurance coordinators, and legal compliance units to synchronize custom financial strategies.Statutory Compliance Coordination: Audit and ensure all client financial configurations, source-of-wealth files, and investment pipelines strictly comply with Monetary Authority of Singapore (MAS) frameworks and global AML/CFT standards.Data Governance Compliance: Enforce rigid compliance with enterprise information security protocols and database privacy parameters, ensuring all client registries and portfolio tracking profiles strictly comply with the Personal Data Protection Act (PDPA) [Singapore].RequirementsEducation: Minimum Bachelor’s Degree in Accountancy, Corporate Finance, Business Administration (Finance specialization), Economics, or a highly quantitative professional discipline. Professional credentials (such as CFA, CFP, CWM, or mandatory MAS modular certifications/CMFAS papers) are highly valued.Technical Proficiency: Deep engineering knowledge of core spreadsheet analysis suites (specifically Excel for intricate performance tracking, portfolio metrics calculation, and data parsing templates) alongside practical experience navigating enterprise CRM infrastructures or global portfolio management software interfaces.Experience: Prior hands-on experience as a wealth manager, private banker, financial consultant, senior relationship coordinator, or asset management executive—preferably within an established wealth management firm, private bank, family office hub, or premium investment advisory boutique—is required.Communication: Exceptional verbal and written English communication skills; professional etiquette and an assertive, collaborative stakeholder engagement style to navigate high-stakes advisory environments with extreme diplomacy.Core Competencies: Outstanding structural logic, sharp numerical reasoning capabilities under tight corporate tracking timelines, high emotional intelligence, and an ethical team-player mindset.
Pay: $5,600.00 - $8,900.00 per month
Work Location: In person
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