Wealth Portfolio Manager

As a Wealth Portfolio Manager, you'll help individuals and families build financial strategies that align with their goals, values and life priorities. By combining wealth planning with behavioral finance, you'll uncover why people make certain financial decisions before designing personalised strategies they can understand, commit to and follow through on.

What You'll Do

• Conduct wealth discovery conversations to understand clients' goals, priorities and financial behaviors
• Review existing financial plans, identify any misalignment and opportunities for improvement
• Design personalised wealth, investment, retirement and protection strategies
• Build long-term client relationships through regular reviews and ongoing financial guidance
• Continuously develop your advisory, communication and wealth planning expertise

Who We're Looking For

No prior financial services experience is required. Comprehensive training and mentorship will be provided.

✔ Minimum local diploma or degree (all disciplines welcome)

✔ Interested in wealth management, behavioral finance and personal development

✔ Curious about how people think, behave, and make financial decisions

✔ Want to build a rewarding career helping people achieve financial confidence

Why Join Us?

● Operate within Singapore's largest independently owned financial advisory platform with more than 150 partners

● Access a broad range of institutional-grade financial, investment, and wealth solutions

● Learn a modern wealth planning approach that combines behavioral finance with practical financial strategies

● Build long-term relationships by guiding clients through important financial decisions, not just recommending products