Wealth Manager (Basic+Comms)(No Exp Welcome)

Aspire Alliance is a growing financial advisory firm in Singapore, focused on delivering practical and personalised wealth management solutions. We believe in building long-term careers through strong training, flexibility, and performance-based rewards, without unnecessary rigidity.

Responsibilities

Financial Advisory:

Assess clients' financial needs, goals, and risk tolerance to develop customized financial plans.

Provide expert advice on investment strategies, insurance solutions, retirement planning, and estate management.

Portfolio Management:

Build and manage clients' investment portfolios, ensuring alignment with their financial objectives.

Monitor and review financial plans regularly, making adjustments based on market conditions and client life changes.

Client Acquisition and Relationship Management:

Identify and engage potential clients through networking, referrals, and strategic outreach.

Build long-term relationships by delivering exceptional service and maintaining regular communication.

Compliance and Documentation:

Ensure all financial plans and recommendations comply with regulatory standards.

Maintain accurate and updated records of client interactions, agreements, and portfolios.

Career Development

Opportunities to specialise in investments, insurance, or corporate / group employee benefits

Clear progression pathway to Senior and Master levels

Leadership opportunities to build and lead teams over time

Experienced consultants and professionals from banking or financial services backgrounds are welcome

Work Arrangement & Lifestyle

Flexible work arrangements (work from home or office)

Self-managed schedule focused on outcomes, not hours

Annual paid overseas incentive trips to regional and international destinations

Qualifications

Requirements :

Degree/Diploma in any discipline

Relevant certifications such as CMFAS (e.g., M5, M6, M9, HI) or willingness to obtain them.

Strong understanding of financial products, investment strategies, and risk management.

Excellent communication and interpersonal skills.

No experienced welcome!