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Wealth Manager

Salary undisclosed

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Company Description

iHarvest is your preferred partner in wealth management, located in Singapore. Our team of experienced professionals provides objective advice on all aspects of personal finance, from investments and portfolio management to insurance protection. We are committed to helping our clients achieve their financial goals through tailored strategies and solutions.

Role Description

This is a full-time hybrid role for a Wealth Manager at iHarvest Wealth Management. The Wealth Manager will be responsible for financial planning, investment management, and providing advice on investments and finance. Some remote work is acceptable, but the role is primarily located in Singapore.

Qualifications

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Insurance knowledge
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Relevant certifications (e.g., CFP, CFA) are a plus
  • Diploma or Bachelor's degree in any fields
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