Wealth Manager

About the Role

PhillipCapital is seeking passionate individuals for the role of Wealth Manager to join Clarity Wealth Advisory, a growing financial advisory team. This role emphasizes building trust and fostering meaningful relationships while assisting clients in making well-informed financial decisions tailored to their needs.

Responsibilities

• Establish and nurture strong connections with individuals, families, and business proprietors.
• Craft customized financial plans aligned with clients' goals and life phases.
• Advise clients on areas such as wealth accumulation, investments, insurance protection, and retirement planning.
• Perform ongoing portfolio assessments and guide clients through evolving financial circumstances.
• Keep abreast of market trends while upholding the highest levels of professionalism and ethics.

Requirements

• Minimum educational qualification of A Levels, Local Diploma, or IB Diploma and higher.
• Applicants must be Singapore citizens or Permanent Residents.
• Holding CMFAS qualifications is beneficial but not a strict requirement for qualified candidates.
• A genuine passion for helping others, with curiosity and a dedication to continual learning.
• Excellent communication skills paired with an enthusiasm for relationship-building.
• Self-driven individuals with a long-term career perspective.
• Team-oriented mindset valuing collaboration and ethical conduct.

What You Will Gain

• Structured mentorship and personalized coaching.
• Access to PhillipCapital's extensive integrated wealth management platforms and products.
• Opportunities to enhance expertise across investment and insurance domains.
• Supportive and cooperative team culture.
• Professional growth pathways with clear long-term progression.
• Hybrid work options combined with flexible scheduling arrangements.

Additional Information

If you are intrigued by financial advisory or a current adviser contemplating your next step, the team welcomes a conversation to discuss culture, workflows, and career opportunities at PhillipCapital.