Financial Advisory (Asset Management)

Cass Naomi Poh & Associates| Date Posted: 28-Feb-2021
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Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Financial Advisory (Asset Management)


The wealth of Asia-Pacific’s high-net-worth population grew 8% last year, according to Capgemini’s World Wealth Report 2020. Themes such as environmental, social and governance (ESG) investments are likely to take on added significance for HNWIs, with the world increasingly impacted by environmental, health and social risks. To achieve these aims quickly and effectively, wealth management firms should be guided by technologies such as artificial intelligence and analytics, in addition to tailoring highly personalised customer experiences to meet the needs of existing and prospective clients.


In contrast, savings accounts, property investment and fixed deposit accounts were the top three preferred financial tools amongst Singapore’s emerging affluent to hold their wealth. Whereas affluent and high-net-worth individuals (HNWIs) were, however, open to more advanced investment products, such as equities and real estate investment trusts.


With continual shifts in the macro-economic, technological and consumer landscape, the Financial Advisory (Asset Management) program is a quintessential development program for preferred candidates to be mentored as part of our expanding business to focus in the area of asset management amongst the 3 wealth groups.


Job Background

  • Leverage on our unique business models to specialise in the areas of Asset Management, Risk Management, Estate and Legacy Planning
  • Move beyond the mass market, and work towards the underserved Emerging Affluent, Affluent and High Net Worth Individuals segment.
  • Build and Lead a team of like-minded aspirants in spearheading new business collaborations
  • Integrate with your passion or specialisation, and expand your network for the future


Job Requirements

  • Preferably mid-career with non-sales background
  • Experience in Training/Teaching, Project Management and Client Management preferred
  • Experienced Bankers, Financial Consultants and Relationship Managers are welcome
  • Minimum Education: A-Level / Diploma by a Polytechnic in Singapore / Degree Holders
  • Minimum 21 years and above (MAS Requirement)


Our Culture

  • Our team is made up of mid-career professionals from diverse backgrounds (engineers, teachers, traders, wedding planner, material planner, fashion and merchandising, etc) whom already excel at where they came from
  • We aim to cultivate managers and business leaders through close guidance and mentorship
  • Positive, respectful and an open-sharing environment


Interested candidates are invited to apply with your detailed resume via Apply now, or Whatsapp to 9643 0711 for further discussion 


We regret that only shortlisted candidates will be notified.


Company Overview
Cass Naomi Poh & Associates