- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 2 days ago
- Work mode
- In office
- Education
- Bachelor’s degree in Finance, Business, Economics, or related field
- Resume
- Required to apply
Where you'll work
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Job description
About the Company
APX Financial delivers comprehensive wealth management solutions throughout Asia, combining expertise in investments, risk mitigation, and legacy planning to support long-term financial aspirations. As part of Manulife Financial Advisers Pte. Ltd., the firm specializes in customized wealth planning, focusing on client-specific strategies to meet unique financial needs. Its client base spans professionals, retirees, and wealth creators seeking to establish enduring financial security and multi-generational legacies. The team is composed of highly skilled, ethical experts dedicated to providing outstanding client outcomes at every phase of their wealth development.
Role Overview
This full-time, on-site position based in Singapore requires a Relationship Manager to cultivate and sustain strong client partnerships by offering bespoke financial planning and wealth advisory services. Key duties include assessing clients' financial objectives, recommending tailored financial products, overseeing investment portfolios, and delivering superior service. The role also demands teamwork with internal departments and continuous learning of market trends to effectively support client needs.
Required Qualifications
- Excellent communication and interpersonal capabilities with strong client relationship skills
- Proficiency in financial planning, investment advice, and portfolio management
- Strong analytical, problem-solving, and decision-making skills
- Good knowledge of financial markets, wealth management techniques, and regulatory frameworks
- Prior experience in client service emphasizing a client-focused mindset is highly beneficial
- Holder of a bachelor's degree in Finance, Business, Economics, or a related discipline
- Preferred possession of Certified Financial Planner (CFP) certification or other pertinent financial qualifications
- Ability to collaborate effectively within teams and adapt to evolving market conditions
- Previous background in financial services or wealth management is advantageous
Minimum education
Bachelor's Degree