Wealth Manager

About the role

We are looking for an experienced Wealth Manager to join GEM Wealth Advisory in Singapore. The role builds on personal banking experience to deliver comprehensive wealth management and financial advisory solutions to high‑net‑worth clients.

Key responsibilities

• Develop and maintain long‑term relationships with existing and new clients.
• Assess clients’ financial goals, risk profiles and needs to propose suitable investment, insurance, retirement and wealth planning solutions.
• Drive business growth through client acquisition, referrals and cross‑selling.
• Conduct regular portfolio reviews and identify opportunities to enhance financial strategies.
• Stay updated on market trends, wealth management products and regulatory requirements.
• Collaborate with specialists to deliver integrated financial solutions.

Required profile

• Singapore resident with a minimum of 3 years experience in personal banking, wealth management, insurance or financial advisory.
• Proven sales track record and experience in client acquisition and relationship management.
• Strong understanding of investment, insurance and wealth planning products.
• Excellent communication and interpersonal skills, self‑motivated and target‑driven.
• Relevant CMFAS qualifications (M8, M8A, M9, M9A, HIS, M6, M6A) and financial advisory licences.

Required skills