See more Collapse

Wealth Management Advisor

4 weeks ago

Singapore MDE CAPITAL CONSULTANCY PTE. LTD. Full time
Roles & Responsibilities

Our client, a well-established insurance agency with over a decade of industry experience, is seeking Wealth Management Advisors to join their team. With a strong reputation for providing exceptional financial planning and investment solutions, they are committed to helping clients achieve their financial goals. This is an exciting opportunity to be part of a dynamic organization where you can make a meaningful impact on the financial well-being of your clients.


Job Responsibilities:

  • Assess clients' financial situations and providing tailored financial planning advice to meet their financial and protection needs.
  • Recommend appropriate solutions to clients for protection, wealth accumulation, and legacy planning.
  • Develop and maintain long-term relationships with clients to ensure their financial objectives are met.
  • Conduct regular reviews of clients' financial plans to adapt to changing needs and market conditions.
  • Stay updated on the latest financial products, industry trends, and regulatory requirements to provide clients with the best advice.

Job Requirements:

  • Minimum A Levels or Diploma (from the 5 local polytechnics)
  • At least 21 years old.
  • Taken Financial papers (HI, M9/M9A, M5) will be a plus point.
  • Great interpersonal and communication skills
  • Customer-centric mindset

We regret that only shortlisted candidates will be notified.


MDE Capital Consultancy (EA license No:21C0684)

EA Personnel: Foo Wenqi Sarah (R23113355)


Tell employers what skills you have

Wealth Management
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth Accumulation
Wealth
Accounting
Compliance
Estate Planning
Communication Skills
Wellbeing
Capital
Financial Advisory
Regulatory Requirements
Business Development
Financial Services

We have other current jobs related to this field that you can find below

  • Wealth Advisor

    4 weeks ago

    Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it’s medical or financial protection, you are empowered to help your...

  • Wealth Advisor

    2 weeks ago

    Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your...

  • Wealth Management Specialist

    1 month ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Apex Wealth Management Internship

    3 months ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    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...

  • Wealth Advisor

    2 weeks ago

    Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & Responsibilities: For Wealth Advisor (Investments) role, you will provide Unit Trust advisory support to Relationship Managers (RMs). For Wealth Advisor (Bancassurance) role, you will provide advisory services on Universal Life and other suitable Premier Bancassurance products. Provide portfolio advisory support to Relationship Managers (RMs), with a...

  • Wealth Manager

    1 month ago

    Singapore Titans Private Wealth Full time

    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...

  • Wealth Manager

    4 weeks ago

    Singapore Titans Private Wealth Full time

    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...

  • Wealth Manager

    2 weeks ago

    Singapore Vastus Wealth Pte Ltd Full time

    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...

  • Wealth Management

    2 weeks ago

    Singapore JPMorgan Chase Bank, N.A. Full time

    Within Asia, the Wealth Advisory team works in close partnership with our International Trust Services (ITS) to support client's needs for trust and fiduciary services. Wealth Advisors also act as a key member of the integrated team together with Bankers, Investors and Lending Advisors to understand a client or prospect's wealth planning concerns and needs...

  • Wealth Management Intern

    3 months ago

    Singapore Jordan Tan & Associates Wealth Management Full time

    Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

  • Wealth Management Intern

    4 weeks ago

    Singapore Jordan Tan & Associates Wealth Management Full time

    Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

  • Wealth Management Associate

    3 months ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Wealth Management Intern

    4 weeks ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time) Looking 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...

  • Wealth Management Intern

    2 months ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time) Looking 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...

  • Relationship Manager

    4 weeks ago

    Singapore FARGO WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesCompany DescriptionFargo Wealth Management (Singapore) is a leading Multi-family Office (MFO) and External Asset Manager (EAM) serving global Ultra High Net Worth clients. Headquartered in Hong Kong, Fargo has offices in China and Singapore, as well as booking centers in New York, Liechtenstein, and Zurich. Since its inception in...

  • Relationship Manager

    1 month ago

    Singapore FARGO WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesCompany DescriptionFargo Wealth Management (Singapore) is a leading Multi-family Office (MFO) and External Asset Manager (EAM) serving global Ultra High Net Worth clients. Headquartered in Hong Kong, Fargo has offices in China and Singapore, as well as booking centers in New York, Liechtenstein, and Zurich. Since its inception in...

  • Wealth Management Intern

    4 weeks ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time)Looking 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...

  • Wealth Management Intern

    2 months ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time)Looking 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...

  • Investment Advisor

    3 months ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Senior Wealth Planning Manager

    4 weeks ago

    Singapore RANDSTAD PTE. LIMITED Full time

    Roles & ResponsibilitiesOur client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities: Foster enduring relationships with clients, serving as their go-to...