Wealth Manager

Company Description SG Alliance is a Singapore-based financial advisory firm established in 2021, focused on helping individuals and businesses build holistic and resilient financial roadmaps. The firm is committed to delivering high-value, client-centric advice that addresses both immediate needs and long-term financial goals. SG Alliance emphasizes comprehensive planning across savings, investments, protection, and retirement planning. Team members collaborate closely with clients to design tailored strategies that adapt to changing market conditions and life stages. The firm offers a professional environment for wealth managers who seek to make a meaningful impact through thoughtful financial guidance.

Role Description This is a full-time Wealth Manager role based in Singapore with a hybrid work arrangement, combining office-based meetings and some work-from-home flexibility. The Wealth Manager will meet with clients to understand their financial objectives, risk tolerance, and life goals, and develop personalized wealth management and financial planning strategies. Day-to-day responsibilities include analyzing client portfolios, recommending suitable investment and insurance solutions, and reviewing plans regularly to keep them aligned with changing circumstances. The role involves preparing financial reports, staying updated on market developments, and communicating insights clearly to clients. The Wealth Manager will also collaborate with internal teams to ensure compliance with regulatory requirements and maintain accurate documentation.

Qualifications

• Strong skills in Financial Planning and Finance to design holistic and resilient financial roadmaps.
• Experience in Investment Management and Investments to construct and monitor diversified portfolios.
• Knowledge of Insurance products to recommend appropriate protection and risk management solutions.
• Relevant professional qualifications (e.g., degree in Finance, Business, Economics, or related field; CFP, CFA, or equivalent certifications are an advantage).
• Excellent analytical, communication, and relationship-management skills, with the ability to explain complex concepts in clear language.
• High level of integrity, commitment to regulatory compliance, and a client-focused mindset.
• Ability to work effectively in a hybrid environment, managing time and priorities across in-person and remote interactions.