Student Wealth Associate

1 day ago


Singapore ATHENA BEST FINANCIAL (SINGAPORE) PTE. LIMITED Full time
Roles & Responsibilities

Roles & Responsibilities:

  • This role has been designed to provide fresh graduates an opportunity to explore and experience the different departments within our financial advisory group.
  • As a wealth associate, you will be rotated around the various departments including marketing, compliance and risk, operations, human resource, sales, and CEO office.

Who we are looking for:

  • Fresh graduates in any discipline are welcomed to apply.
  • Good command of written and spoken English. Bilingual abilities are a plus.
  • Thrives in a fast-paced environment.
  • Strong presentation skills with a high personal level of motivation and delivery orientated focus.
  • Able to deal with multiple stakeholders across all management levels.
Tell employers what skills you have

Leadership
Microsoft Excel
Quality Control
Restaurants
Interpersonal Skills
Wealth
Marketing
Compliance
Good Communication Skills
Human Resource
Presentation Skills
Financial Advisory
Team Player
Customer Service
Business Development

  • Singapore WEALTH ASIA LLP Full time

    Roles & 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 wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

  • Wealth Associate

    1 week ago


    Singapore ELITE WEALTH CONSULTANCY Full time

    Roles & ResponsibilitiesWe are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.Position Overview: Our 2-year comprehensive training program is designed to...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...


  • Singapore Itinere Organisation Full time

    Itinere Organisation : A group of Financial Advisor Representatives representing PFPFA. We specialise in estate planning services and offer a wide range of financial solutions for different customer segments covering retail clients, private clients, and family offices. Role Description: Wealth Management Associate This is a full-time hybrid role for a...


  • Singapore GYC Financial Advisory Full time

    Company OverviewGYC Financial Advisory is a leading provider of wealth management services. We are dedicated to helping individuals and families achieve their financial goals.We're looking for a Private Wealth Planner (Junior Associate) to join our team. As a key member of our private wealth management team, you will play a vital role in providing...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    About ADECCO PERSONNEL PTE LTDWe are looking for a skilled and motivated individual to join our retail banking segment as a Wealth Management Associate.As a key member of our team, you will be responsible for:1. Building and maintaining relationships with clients to promote and sell our banking products.2. Providing expert financial analysis and delivering...


  • Singapore PIVOTAL CAREER SOLUTIONS PTE. LTD. Full time

    Roles & ResponsibilitiesAbout the JobWe are seeking a motivated and client-focused individuals to join our team. This role will be to develop good relations with clients and to introduce potential investors to our diverse portfolio of investment fund houses. Also, you will manage and make critical decisions on client's investment portfolio, advice on matters...


  • Singapore Perennial HR Full time

    Perennial HR is proud to partner with a leading European private bank to recruit a skilled Wealth Management Associate.This role offers a unique opportunity to work with a talented team of professionals in the Greater China region, providing exceptional service to high-net-worth individuals and families.The ideal candidate will possess:a bachelor's degree in...


  • Singapore UOB Kay Hian Pte Ltd Full time

    This is a fantastic opportunity to join our team as a Wealth Management and Investment Associate and contribute to driving success in private wealth management.You will support the development and implementation of investment strategies to meet client needs and work closely with cross-functional teams to drive business growth.Key Responsibilities:Assist in...


  • Singapore Altus Advisory Full time

    Join the largest organization in HSBC Singapore - Altus Advisory as a Wealth Management Associate with competitive salary and bonuses. Job Scope: - Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial planning. - Answering client...

  • Wealth Associate

    2 days ago


    Singapore Shapoorji Pallonji Group Full time

    We are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success. Position Overview: Our 2-year comprehensive training program is designed to equip you with the skills...


  • Singapore Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Third Party Wealth Sales Support, Associate - Singapore Job Description Asset & Wealth Management, Third Party Wealth Sales Support, Associate - Singapore ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description & RequirementsTaurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment...


  • Singapore GYC Financial Advisory Full time

    Private Wealth Planner (Junior Associate)We’re looking for a planner in our private wealth management team. Our ideal candidate is someone who’s just out of polytechnic, has a local diploma and looking for a long-term and satisfying career in the growing wealth management space. You will pair up with our Senior Advisor on a day-to-day basis, focusing on...


  • Singapore ARTE AURA PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:1. Supporting Client Relationships- Build and maintain strong client relationships- Understand clients' financial goals and expectations- Provide timely and effective communication2. Conducting Financial Analyses- Gather financial data and information- Analyze clients' financial situations- Develop comprehensive...

  • Student Planner

    3 weeks ago


    Singapore Advisors' Clique Full time

    Full job description UNDERGRADS/ FULL or PART TIMER / FREELANCEWelcome!! Looking for a flexible working hours at your own pace? Studying and want to have your own flexible timing while earning your income? Looking for work exposure and experience ? Here you are. All you need is just to help clients to plan and achieve their financial goals by : -...


  • Singapore WEALTH COACH LLP Full time

    Roles & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH USJoin our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with usBenefits:- Competitive monthly...


  • Singapore Itinere Organisation Full time

    We are committed to delivering exceptional service to our clients by providing them with tailored wealth management solutions.About Us:Itinere Organisation is a leading provider of wealth management services, specialising in estate planning and investment planning. Our team of experienced professionals is dedicated to helping our clients achieve their...


  • Singapore This Is An IT Support Group Full time

    In J. P. Morgan, the Wholesale KYC Operations (WKO) team plays a critical role in ensuring that as an organization, we are compliant with multiple regulations, in order to protect the bank’s reputation and financial assets. As a KYC Associate, you will be the team lead and focus on managing the KYC of Wealth Management APAC clients. With emphasis on...