Wealth Management Advisor #SGUnitedJobs
8 months ago
Abundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.
Thanks to our strong strategic alliances with legal and accounting specialists, we continuously deliver the most comprehensive and innovative solutions to help each client fulfil their financial goals.
A best-in-class remuneration package with a potential sign-on bonus awaits exceptional candidates.
Only Singaporeans or Permanent Residents need apply.
Duties & Responsibilities
• Acquiring and growing your own personal portfolio of clients in the Singapore and/or the APAC region. Business development support is provided.
• Providing your clients investment advice and support as well as promoting the investment & estate planning products & services the firm can offer
• Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions
Experience/Requirements:
• Minimum 1 year of experience in wealth management or insurance sales
• An established network of clientele base in Singapore or APAC Region is regarded favorably
• Having a hunter approach to meeting and on-boarding new clients
• Sound knowledge on investment products and the markets that you are focusing on
• Being up to date with the relevant regulations that may affect your clients and their wealth
• Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations
• Possess relevant accreditation (M5, M9, M9A & HI)
• For Singaporeans/Permanent Residents Only
Tell employers what skills you have
Wealth Management
Investment Strategies
Microsoft Excel
Financial Planning
Interpersonal Skills
Wealth Accumulation
Wealth
Investment Management
Accounting
Compliance
Emotional Intelligence
Estate Planning
Banking
Financial Advisory
Business Development
Financial Services
-
Ascende Wealth | Investment Advisor
16 hours ago
Singapore Ascende Wealth Full timeAscende Wealth Job Description - Investment Advisor (Only Applicable for Singaporean or candidates who have full working rights for Singapore) Min Diploma in Singapore Or Private Diploma Why Ascende Wealth?Impactful Work: You will have the opportunity to make a meaningful difference in your clients’ lives by crafting tailored investment strategies and...
-
Singapore Indosuez Wealth Management Full timeReporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of Greater China/North Asia team. KEY RESPONSIBILITIES Provides pro-active investment advice on multi-asset-class portfolios directly to Ultra High Net Worth Private Clients / Family Offices / RMs....
-
Senior Private Wealth Advisor
4 weeks ago
Singapore Fargo Wealth Group Limited Full timeJob Description:We are seeking a highly skilled Senior Private Wealth Advisor to join our team at Fargo Wealth Group Limited. This role will be responsible for managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the Asia market.Key Responsibilities:Client Relationship Management:Develop and nurture strong relationships...
-
Singapore Indosuez Wealth Management Full timeClient Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...
-
Wealth Investment Advisor
3 months ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...
-
Wealth Investment Advisor
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...
-
Singapore iHarvest Wealth Management Pte Ltd Full timeGet AI-powered advice on this job and more exclusive features. Business Development Manager Company Description iHarvest Wealth Management Pte Ltd is a leading wealth management firm based in Singapore. Our team of experienced professionals offers objective advice on various aspects of personal finance, including investments, portfolio management, and...
-
Wealth Management Specialist
1 month ago
Singapore BNP Paribas Wealth Management Full timeJob DescriptionWe are seeking a highly experienced Wealth Management Specialist to join our team at BNP Paribas Wealth Management. This is an exciting opportunity to leverage your skills and expertise in private equity and real estate to drive business growth and success.About the RoleIn this role, you will be responsible for sourcing and marketing...
-
Singapore Indosuez Wealth Management Full timeTypes of Jobs - Compliance / Financial Security Job title Business Compliance Manager M/F Contract type Permanent Contract Job summary Reporting to the Chief of Staff, the Business Compliance Manager (“BCM”) ensures the overall management of risks of Wealth Management activities of the Singapore Branch. This includes identifying, assessing, mitigating...
-
Singapore Indosuez Wealth Management Full timeTypes of Jobs - Compliance / Financial Security Job title Business Compliance Manager M/F Contract type Permanent Contract Job summary Reporting to the Chief of Staff, the Business Compliance Manager (“BCM”) ensures the overall management of risks of Wealth Management activities of the Singapore Branch. This includes identifying, assessing, mitigating...
-
Assistant Wealth Management
1 week ago
Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...
-
Assistant Wealth Management
1 week ago
Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...
-
Wealth Management Specialist
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Wealth Management Specialist
1 month ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full timeJob Summary: As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio administration. This position offers...
-
Great Wealth Advisor
2 months ago
Singapore UBS Full timeYour role Are you as passionate and curious about people as you are about financial markets? Are you an innovator who loves to piece together complex puzzles? Are you able to pitch concepts, strategies, and solutions to clients in intuitive manner and using understandable language? We're looking for a Great Wealth Advisor to: • partner with our largest...
-
Wealth Management Intern
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Wealth Management Intern
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Wealth Management Intern
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Great Wealth Advisor
1 month ago
Singapore UBS Full timeYour role Are you as passionate and curious about people as you are about financial markets? Are you an innovator who loves to piece together complex puzzles? Are you able to pitch concepts, strategies, and solutions to clients in intuitive manner and using understandable language?We're looking for a Great Wealth Advisor to: partner with our largest...