Financial Wealth Planner/ Senior Financial Wealth Planner

Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...

Our client, a private bank is looking to add an insurance focused wealth planner to join their team in either Singapore or Hong Kong.Responsibilities:Develop comprehensive financial plans for high-net-worth private banking clients, with a focus on insurance and risk management strategiesAnalyze clients' current insurance coverage, risk tolerance, and...

Join Our Team as a Financial Planner!Location: CBDAt Manulife Advisory Group, we are committed to helping our clients achieve their financial goals &  secure their future. We pride ourselves on delivering personalized financial solutions that cater to individual needs. As we continue to grow, we are looking for passionate & motivated individuals to join our...

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...

Role SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Wealth Asia LLP. As a key member of our wealth management team, you will play a vital role in providing comprehensive wealth management solutions to our affluent clientele.Key ResponsibilitiesPartner with Wealth Advisors to gather in-depth client information and...

Job DescriptionWe are seeking a highly motivated and ambitious individual to join our Wealth Asia LLP team as a Wealth Management Intern. As a key member of our team, you will have the opportunity to gain hands-on experience in the financial services industry and develop your skills in wealth management, leadership, and financial planning.Key...

Our client, a private bank is looking to add an insurance focused wealth planner to join their team in either Singapore or Hong Kong.Responsibilities:Develop comprehensive financial plans for high-net-worth private banking clients, with a focus on insurance and risk management strategiesAnalyze clients' current insurance coverage, risk tolerance, and...

About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Apex Wealth Manager. As a key member of our financial services team, you will play a crucial role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Acquisition and Relationship Building: Identify and acquire new clients, build...

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role DescriptionMarketing SupportAnswer queries from Relationship Managers (RMs)/clientsCoordinate with the Trust Company AdministratorsCoordinate with Insurance Brokers / Third Party...

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 financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

Roles & ResponsibilitiesThe Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship...

Roles & 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...

About the RoleWe are seeking a highly motivated and results-driven Wealth Relationship Executive to join our team at Wealth Asia LLP. As a key member of our sales team, you will be responsible for introducing, consulting, and selling financial products and services to our clients, driving sales revenue, client acquisition, and maintaining relationships with...

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...

About the RoleWe are seeking a highly skilled and experienced Wealth Advisory Specialist to join our team at INFINITUM FINANCIAL ADVISORY PTE. LTD. as a permanent role. This position offers a basic salary, attractive sales incentives, and staff benefits, including annual leave, medical leave, and medical reimbursements.Key ResponsibilitiesDevelop and...

Roles & ResponsibilitiesLooking 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 management•...

Unlock Your Potential as a Wealth Investment AdvisorWe are seeking a highly motivated and ambitious individual to join our team as a Wealth Investment Advisor. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Analyze client financial circumstances and provide...

About the RoleAs a Senior Financial Consultant at MANULIFE FINANCIAL ADVISERS PTE. LTD., you will play a crucial role in helping clients achieve their financial goals. Your expertise in financial planning, risk management, and wealth creation will be essential in building strong relationships with clients and driving business growth.Key...

Unlock Your Potential in Sales and Business DevelopmentWealth Asia LLP is seeking a highly motivated and detail-oriented Sales and Business Development Intern to join our team. As a Sales and Business Development Intern, you will play a crucial role in assisting our Wealth Director and Sales and Business Development team in identifying growth opportunities...

Unlock Your Potential in Financial ServicesAre you a student looking to gain valuable experience and qualifications in the financial services industry?We offer internship programs specifically designed for students, providing a comprehensive training in financial services and management. Our program includes:• Industry-recognised certifications in...