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Wealth Management Manager (at least 3 years experience)

28 days ago: Workin.hk

Job Description

Wealth Management Manager

Job Highlights:

- Flexible working hours

- Attractive bonus package and performance-based commission

- Special holiday package

-"Work Hard, Play Hard " company culture

- Opportunity to explore Singapore head office

Job description:

- Provide comprehensive financial advice to maximize clients' interest through a variety of investment solutions, including but not limited to overseas properties, financial solutions through banking facilities, etc.

- Analyze and monitor clients' investment portfolios

- Enhance and deepen customer relationship

- Develop and expand existing network through customer relationship management

- provide tailor-made financial solutions to potential clients

-Provide wealth management training to junior staff

Job Requirements:

- At least 3 years working experience

- Experience in Banking or Financial industry will be an advantage

- University Degree Holder or equivalent

- Excellent interpersonal, communication and presentations skills

- Determined individual who has a passion of private client service

- Proficient in English, Cantonese and Putonghua

Founded in 1983, IPP is Singapore’s most completed licensed financial advisory organization and is now the largest financial advisory firm in Singapore.

As the leader in personal wealth management, offering innovative and intelligent solutions to thousands of individual and businesses in Singapore, Hong Kong, Malaysia, Indonesia and other high growth cities in Asia. We keep their interests foremost in our minds at all times. This combination of intellectual capital, comprehensive training, staffed with quality leaders and professional managers set us apart as an industry leader.

Our Services:

  • Global Investment and Advisory Services
  • Unit Trust / Mutual Fund
  • Hedge Fund/ Alternative Investment/ Property Investment
  • Personal Financial Planning and Advisory Services
  • Corporate Financial Planning and Advisory Services
  • Private Bank Services
  • Estate Planning and Asset Allocation Advisory Services
  • Portfolio Investment

IPP can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

For details, please refer to our corporate website:


Wealth Management Manager Job Highlights: - Flexible working hours- Attractive bonus package and performance-based commission- Special holiday package-Work Hard, Play Hard company culture- Opportunity to explore Singapore head office Job description:- Provide comprehensive financial advice to maximize clients interest through a variety of investment solutions, including but not limited to overseas properties, financial solutions through banking facilities, etc.- Analyze and monitor clients investment portfolios- Enhance and deepen customer relationship- Develop and expand existing network through customer relationship management- provide tailor-made financial solutions to potential clients-Provide wealth management training to junior staff Job Requirements:- At least 3 years working experience- Experience in Banking or Financial...