Job description for Part Time Wealth Manager (Sales/Flexi Hours) at Wealth Asia
Wealth Asia, established since 2014, is a leading financial investment advisor services provider committed to delivering exceptional value to our clients. We pride ourselves on creating a dynamic and engaging work environment where team members can thrive through customized training and professional development. As we continue to grow, we are seeking a Part Time Wealth Manager (Sales/Flexi Hours) to join our team in Newton, Central, Singapore. This role offers the flexibility of hybrid working arrangements and the opportunity to contribute to a forward-thinking organization that values innovation, collaboration, and client satisfaction.
The Part Time Wealth Manager (Sales/Flexi Hours) will be responsible for building and maintaining relationships with clients, providing personalized financial advice, and managing investment portfolios. Key responsibilities include conducting financial assessments, developing tailored investment strategies, monitoring portfolio performance, and offering ongoing support to ensure client goals are met. The role also involves collaborating with internal teams to enhance service delivery and staying updated on market trends to provide informed recommendations. This position is ideal for someone who is passionate about finance and enjoys working in a fast-paced, client-focused environment.
We are looking for candidates with an Associate Degree or equivalent education who possess strong skills in Customer Service, Investment Management, Financial Analysis, Financial Planning, and Portfolio Management. While prior experience is beneficial, we welcome motivated individuals who are eager to learn and grow within the financial services industry. The position offers a flexible hybrid work arrangement, making it an excellent opportunity for those seeking balance between professional and personal commitments. If you are driven, detail-oriented, and ready to make an impact, we encourage you to apply.
