Senior Wealth Manager
Singapore
Listed on 2026-06-12
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Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Manager
Win Financial Group (WFG) was founded in 2001 with a mission to improve lives through comprehensive financial planning. As an authorised representative of AIA Financial Advisers Private Limited, WFG transitioned to a new platform in 2023 to provide innovative tools for holistic financial solutions. The group has consistently earned accolades, including the AIA Pinnacle Club and Top Group District in Life Business for 2022.
Over 80% of its Financial Consultants hold at least Associate Financial Planner certifications, demonstrating the team’s commitment to exceptional service and expertise. WFG thrives on synergy and collaboration to deliver tailored financial solutions and elevate client satisfaction.
This is a full-time hybrid role based in Singapore. The Senior Wealth Manager will be responsible for providing tailored financial planning services, developing and managing investment strategies, and offering insurance and finance solutions to meet client objectives. Additional responsibilities include maintaining strong client relationships, delivering presentations on financial plans, and staying updated on market trends to ensure optimal advisory services. The position allows a combination of in-office and remote work.
Qualifications- Willing to sit for the relevant licensing and certification examinations
- Possesses reasonable financial literacy and interest in wealth management
- Strong belief in the value and importance of insurance and financial planning
- Excellent communication and interpersonal skills, with the ability to build meaningful client relationships
- Open to mentorship, coaching, and continuous personal development
- Humble, adaptable, and willing to unlearn and relearn in a dynamic industry
- Prior experience in financial services, banking, insurance, or wealth management will be an advantage
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