Overview
Strategic Partnership Director | Infinity Affinity Group – Wealth Manager role (part-time, on-site) in Singapore.
Role Description
This is a part-time on-site role for a Wealth Manager located in Singapore.
The Wealth Manager will be responsible for providing personalized financial planning and investment management services.
Day-to-day tasks include assessing clients' financial situations, developing tailored financial strategies, managing investment portfolios, and providing insurance advice.
The Wealth Manager will work closely with clients to help them achieve their financial goals and secure their futures.
Company Description
Affinity, proudly representing Infinity Financial Advisory, is a distinguished and multi-award-winning branch committed to empowering individuals and businesses to achieve their financial goals with clarity and precision.
Offering a robust portfolio of services ranging from personal financial planning to corporate financial solutions, Affinity is your trusted partner in navigating the complexities of modern finance.
Our innovative strategies and proven expertise ensure clients are always ahead, whether they're securing their family's future, planning retirement, or safeguarding their business.
With decades of experience, a comprehensive range of services, and a client-centric approach, Affinity sets the benchmark for quality and reliability in financial advisory services.
Qualifications
Financial Planning and Investment Management skills
Expertise in Investments and Finance
Knowledge of Insurance practices and products
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Diploma or Bachelor’s degree in Finance, Economics, or related field is preferred
Relevant certifications such as CFP or CFA are a plus
Ability to work independently and collaboratively with a team
Seniority level
Entry level
Employment type
Part-time
Job function
Finance and Sales
Note: Referrals or postings encouraging direct messaging or applying may appear on some job boards, but are not required to apply through those channels.
This description contains the core responsibilities and qualifications for the Wealth Manager role.
EEO statements and company policies apply where required.
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