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Wealth Manager

Salary undisclosed

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Company Description

At PFPFA, we value our team members as family and strive to provide an environment where every individual can thrive and grow together. We are committed to fostering a culture of inspiration, challenges, and robust development opportunities through our training programs. PFPFA holds a Financial Adviser's license under the Financial Advisers Act in Singapore.

Role Description

This is a full-time on-site role for a Wealth Manager at PFPFA in Singapore. The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance-related tasks on a daily basis.

Qualifications

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Knowledge of Insurance principles
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Relevant certifications such as CFP, CFA, or equivalent
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