Wealth Manager (Entry Level)

Role Overview

As a Wealth Manager at Professional Investment Advisory Services Pte Ltd, you will deliver comprehensive financial planning services, covering areas such as protection, investments, retirement planning, CPF strategies, wealth structuring, education planning, and related advisory domains. Your role involves strengthening existing client relationships through detailed reviews, analysis, and extensive long-term planning discussions. Expanding your skill set beyond product recommendations, you will utilize the company's extensive platforms and product offerings to craft appropriate solutions for clients. Maintaining high standards in documentation, compliance, client suitability, and ethical practice is essential. You will grow professionally within a team that emphasizes discipline, ethics, and sustainable development.

Candidate Profile

• Open to fresh graduates and individuals considering mid-career transitions with no prior experience necessary.
• Applicants must be Singaporean citizens or Permanent Residents.
• Includes current insurance agents, financial consultants, or representatives in financial advisory roles.
• Experience in client advisory, financial planning, insurance, or wealth-related services is advantageous.
• Keen interest in broadening expertise to encompass wider wealth management advisory practices.
• Dedicated to fostering enduring client partnerships and upholding professional ethics.
• Eager to advance within a structured, results-driven advisory setting.
• CMFAS certification holders or those willing to complete certification as required.

Benefits and Culture

• Highly competitive pay structure supplemented by performance-based bonuses.
• Guidance and mentorship provided by branch directors and seasoned financial advisers.
• A professional, collaborative environment focused on integrity and ongoing growth.
• Flexible work options and transparent pathways for long-term career advancement.

Application Information

We invite experienced advisers looking for a more robust platform, comprehensive advisory exposure, and a professional atmosphere conducive to developing a sustainable practice to submit their applications.