Job Description

Wealth Manager

------------------

Singapore | Full-Time | Hybrid Work Available

Summit Planner Invictus

, representing

Manulife Financial Advisers

Summit Planner Invictus, representing

Manulife Financial Advisers

, is seeking driven individuals to join our team as

Wealth Managers

. This is a full-time hybrid role based in Singapore.


You will be responsible for providing

financial planning

,

investment management

, and

insurance solutions

to clients. The role involves assessing financial situations, developing strategies, managing investment portfolios, and ensuring clients achieve their financial goals. Training will be provided for candidates who do not have prior experience.

Key Responsibilities

Conduct financial needs analysis and develop personalised strategies for clients Manage and grow investment portfolios Provide insurance and wealth solutions aligned with client objectives Stay updated on financial markets, products, and regulatory changes Build and maintain long-term client relationships Uphold regulatory and compliance standards

Requirements

A-Levels, Diploma, or Bachelor's degree Strong communication and interpersonal skills Analytical and problem-solving ability Independent, self-motivated, and able to work in a hybrid environment

CMFAS RES5, M9, M9A & HI

preferred (training provided if not completed) Knowledge of financial products and regulations is advantageous Professional certifications (CFA, CFP, CPWA) and multilingual abilities are a plus

Additional Information

Salary:

SGD $4,000 - $6,000 / month (base + incentives)

Structured training and mentorship provided Backed by

Manulife Singapore

, a leading Canadian-based financial services group * Opportunities to work with high-net-worth clients and develop a professional career in wealth management