Wealth Manager

Company Description SG Alliance is a financial advisory firm established in Singapore in 2021, focused on helping individuals and businesses build holistic and resilient financial roadmaps. The firm is dedicated to delivering high-value guidance that supports long-term financial security and growth. SG Alliance emphasizes comprehensive planning that integrates investments, insurance, and wealth management solutions. Team members collaborate closely with clients to understand their goals and design tailored strategies that evolve with changing needs.
Role Description The Wealth Manager is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. In this role, the Wealth Manager will meet with clients to assess their financial goals, risk tolerance, and current portfolios, and develop customized wealth management strategies. Day-to-day responsibilities include preparing and presenting financial plans, managing investment portfolios, reviewing insurance coverage, and recommending appropriate products and solutions. The Wealth Manager will monitor market trends, conduct ongoing portfolio reviews, and adjust strategies to align with clients’ evolving objectives. The role also involves building long-term client relationships, maintaining accurate records, and collaborating with internal teams to ensure high-quality advisory services and compliance with regulatory requirements.
Qualifications

• Candidates should possess strong skills in Financial Planning to design comprehensive, goal-based strategies for individuals and businesses.
• Candidates should possess solid skills in Investment Management and Investments to construct, monitor, and optimize diversified portfolios.
• Candidates should possess a sound understanding of Finance to analyze client situations, market conditions, and product features.
• Candidates should possess knowledge of Insurance to recommend suitable protection solutions that complement overall wealth strategies.
• Relevant academic background in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and risk awareness.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts in clear, client-friendly language.
• Proven ability to build trust-based relationships, work in a hybrid environment, and adhere to ethical and regulatory standards.