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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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