Total 3 job vacancies by Ace Asset Management Pte. Ltd.

Company Description

Ace Asset Management delivers comprehensive wealth management and investment solutions tailored for both high-net-worth individuals and everyday investors. We specialize in financial planning, portfolio structuring, and long-term wealth strategies to help clients grow, protect, and transfer their assets effectively. Our expertise extends to estate planning services, including will writing and trust planning, to secure wealth preservation and smooth intergenerational asset transfer. At Ace Asset Management, we are dedicated to helping our clients achieve their financial goals.

Role Description

This is a full-time on-site position located in Singapore for a Wealth Manager. Day-to-day responsibilities include providing personalized financial planning services, recommending investment opportunities, managing diversified portfolios, and assisting in long-term wealth strategies for clients. The Wealth Manager will also analyze risk profiles, offer insights into insurance solutions, and support clients in achieving their financial goals. Fresh graduates are welcome to apply as full mentorship is provided.

Qualifications

• Proficiency in Financial Planning and understanding of personal and corporate finance strategies
• Knowledge of Investment Management and Investments, including portfolio structuring and market analysis
• Strong understanding of Finance and Insurance concepts
• Excellent interpersonal, communication, and client relationship management skills
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Ability to work in a team environment and effectively prioritize tasks

Overview

We are seeking a driven and entrepreneurial Team Manager to lead, build and grow a team of Wealth Managers. This role is responsible for driving sales performance, developing talent and delivering wealth management services to clients in Singapore.

Key Responsibilities

1. Team Development & Leadership

• Recruit, train and develop a team of Wealth Managers

• Build a high-performance, ethical, and client-centric culture

• Provide mentorship, coaching, and career guidance to team members

• Conduct regular performance reviews and set clear KPIs

2. Sales & Business Growth

• Drive team sales targets across investment products

• Develop and execute business strategies to expand market share

• Monitor pipeline, conversion rates, and productivity metrics

3. Client Advisory & Relationship Management

• Ensure team delivers holistic financial planning (investment & estate planning)

• Support consultants in complex client cases (e.g., HNW clients, business owners)

• Uphold high standards of compliance and advisory practices

4. Training & Capability Building

• Facilitate regular training on products, regulations, and sales techniques

• Partner with internal stakeholders to enhance team capabilities

5. Compliance & Governance

• Ensure adherence to Monetary Authority of Singapore (MAS) regulations and company policies

• Maintain proper documentation and audit readiness

• Promote ethical selling and fair dealing practices

Requirements

• Minimum 2–5 years of experience in financial advisory / wealth management sales

• Proven track record in sales performance and/or team leadership

• Strong understanding of financial products (insurance, investments, wealth planning)

• CMFAS certifications (M5, M8, M9, M9A, HI) preferred/required

• Excellent leadership, communication, and interpersonal skills

• Entrepreneurial mindset with strong drive for growth

Preferred Attributes

• Experience in building and managing a sales team

• Strong network and client base in Singapore

• Ability to coach and inspire individuals from diverse backgrounds

• Results-driven with strong business acumen

Compensation & Benefits

• Competitive commission structure with overrides and bonuses

• Leadership incentives and performance-based rewards

• Structured career progression pathway

• Training and development support

• Flexible working environment

Job Responsibilities:

• Develop customized investment strategies tailored to individual clients' needs and goals.
• Conduct thorough assessments of clients' investment objectives, risk tolerance, and time horizon.
• Stay informed about market trends, economic indicators, and investment opportunities.
• Provide personalized advice on asset allocation, portfolio construction, and investment selection.
• Build and maintain strong relationships with clients, ensuring clear and transparent communication.
• Collaborate with a team of professionals to implement tailored investment plans.
• Monitor clients' investment portfolios and provide ongoing guidance and support.

Requirements:

• Singaporean or PR only
• At least 21 years old (regulatory requirement)
• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
• Proven experience in strategic consulting or similar roles.
• In-depth knowledge of financial industry dynamics, markets, and regulations.
• Strong interpersonal and communication skills.
• Relevant industry certifications are advantageous.

Job role opened to bankers and experienced consultants.
For new to industry or fresh graduates, we are also hiring for Associate Director of Sales position.
(We are a Branch representing Manulife Financial Advisers)