Wealth Manager – Financial Advisory - #1168209

About the role

Atlas Advisors Group is expanding its advisory team and is seeking Wealth Managers to provide personalised protection, wealth and financial planning solutions to individuals, families and businesses. As part of a private financial advisory brokerage working with more than 26 insurers and financial institutions, you will have access to a broad range of solutions, structured training and business-development support to build your own client portfolio.

Key responsibilities

• Provide protection, investment, retirement and wealth-planning solutions.

• Build long-term relationships with affluent and high-net-worth clients.

• Support clients with legacy and estate planning through professional partners.

• Develop personal and corporate networks through referrals, business tie-ups and strategic partnerships.

• Advise businesses on employee benefits, business insurance and risk management.

• Participate in B2C and B2B lead-generation, networking and client-development activities.

• Conduct regular portfolio reviews and provide ongoing client servicing.

About you

• Applicants must be Singapore Citizens or Permanent Residents.

• Minimum Diploma, Degree or equivalent professional qualification.

• Strong communication and relationship-management skills.

• Self-motivated and comfortable working in a performance-based environment.

• Interest in financial planning, wealth management and client advisory.

• Banking, insurance, financial advisory or sales experience is an advantage.

• Entry-level and experienced candidates are welcome.

Benefits

• Structured onboarding, training and mentorship.

• Attractive remuneration packages for new and experienced candidates.

• Group medical and GP card benefits.

• Lead-generation and business-development support.

• Access to more than 26 insurers and financial institutions.

• Professional development and industry-recognition opportunities.

• Clear progression into team leadership and management.

• Opportunity to build and lead your own team of Wealth Associates.