Wealth Advisory Specialist

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

As Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...

Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

CompanyAlpha Wealth Financial AdvisersDesignation5 Weeks Financial Advisory InternshipDate Listed13 Mar 2024Job TypeEntry Level / Junior Executive Intern/TSJob PeriodFrom May 2024, For At Least 1 MonthProfessionBanking / FinanceIndustryFinanceLocation NameKitchener Road, City Square Mall, SingaporeAddress180 Kitchener Rd, Singapore 208539MapAllowance /...

Roles & ResponsibilitiesJob DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and...

Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

Roles & ResponsibilitiesWealth Executive / Financial AdvisorLocation: Henderson RoadWorking Day: FlexibleWorking Hours: HybridWork Salary: $3,000 Monthly Allowance + CommissionWe have a track record of successfully nurturing entry-level planners, paving the way for them to establish robust careers from the very start. Our proven and meticulously structured...

Unlock Your Potential with Our 5-Week Summer Internship Program Join a dynamic program where you will:Receive 1-to-1 guidance and on-the-job training from seasoned professionalsGain insights into the thriving financial advisory landscapeAttend seminars by top trainers covering financial competence, personality profiling, and business networkingExplore...

Unlock Your Potential with Our 5-Week Summer Internship Program Join a dynamic program where you will:Receive 1-to-1 guidance and on-the-job training from seasoned professionalsGain insights into the thriving financial advisory landscapeAttend seminars by top trainers covering financial competence, personality profiling, and business networkingExplore...

Tiered financial reward system to recognise high achievers in InvestmentsCareer guidance and senior mentorshipCompany culture that prioritises being efficientDynamic environment to maximise each individual potentialWe are currently expanding aggressively in the region and are looking for passionate, driven and self-motivated candidates to join us a...

Roles & ResponsibilitiesWe are currently looking for passionate and experienced individuals to join us as Wealth Managers.Are you the one who can build lasting client relationships and provide exceptional financial advice?At Invictus, we believe in creating "Relationships for Life."We offer a dynamic environment where your expertise is valued and your...

Roles & ResponsibilitiesWe are currently looking for passionate and experienced individuals to join us as Wealth Managers.Are you the one who can build lasting client relationships and provide exceptional financial advice?At Invictus, we believe in creating "Relationships for Life."We offer a dynamic environment where your expertise is valued and your...

Roles & ResponsibilitiesYour new companyThis is a European bank with presence all over the globe.Your new roleEnable client activities through timely action on client requests with high precision Leverage leading technology tools to automate and improve efficiency Collaborate well with partners from various functions and come up with innovative solutions for...

Roles & ResponsibilitiesAbout this role:We are looking for individuals who are passionate about building and maintaining relationships with high-net-worth individuals, families, and institutions to promote the services offered by the department. As a member of our team, you will be responsible for identifying and developing new business opportunities within...

Roles & ResponsibilitiesAbout this role:We are looking for individuals who are passionate about building and maintaining relationships with high-net-worth individuals, families, and institutions to promote the services offered by the department. As a member of our team, you will be responsible for identifying and developing new business opportunities within...

Wealth Preservation PlannerThe Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures. We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will...

Wealth Preservation PlannerThe Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures. We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will...