Wealth Advisor

1 week ago


Singapore WEALTH ASIA LLP Full time
Roles & Responsibilities

You will participate in wealth management, sales and marketing activities, and receiving training wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets, and learning the tips and tricks in Wealth Management, Sales & Marketing.

Job Highlights

  • High Basic Pay + Incentives
  • Work Life Balance with Flexible Work Schedule
  • Career Development Opportunities

What you need to have:

  • Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
  • Singaporean or PR
  • Excellent communication and interpersonal skills
  • Interest and passion for sales
  • Willingness to learn and undergo training
  • Team player, proactive and collaborative
  • Self-motivated and goal-oriented
  • No working experience required as comprehensive training will be provided.

If you are passionate about helping clients achieve their financial goals, we want to hear from you

Tell employers what skills you have

Negotiation
Wealth Management
Customer Relationship
Investment Strategies
Financial Planning
Interpersonal Skills
Relationship Management
Selling
Sales Process
Investment Management
Compliance
Presentation Skills
Financial Advisory
Customer Service
Business Development

  • Singapore WEALTH ASIA LLP Full time

    Wealth Management Opportunity:Wealth Asia LLP is a leading provider of wealth management services to affluent individuals. We are seeking a highly motivated and results-driven Wealth Management Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial...


  • 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...


  • Singapore WEALTH ASIA LLP Full time

    **Do 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 a vital role by...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    We are seeking a highly skilled Wealth Management Advisor to join our team at ADECCO PERSONNEL PTE LTD. As a key member of our team, you will support business expansion in the North Asia market by delivering exceptional client service and developing tailored financial solutions.About the JobAs a Wealth Management Advisor, you will be responsible for...


  • Singapore Perennial HR Full time

    We are looking for a Wealth Management Advisor to join our team at Perennial HR. In this role, you will provide exceptional service to clients and assist in managing their financial portfolios.The responsibilities of this position include:Providing advisory services to clients on wealth management strategies and financial planningSupporting Client Advisors...

  • Family Office Advisor

    24 hours ago


    Singapore SUN WEALTH HOLDING GROUP PTE. LTD. Full time

    Roles & Responsibilities **Family Office Advisor** **Responsibilities** - Direct support to Family Office Advisors in administrative and organisational aspects of client management - Assist with documentation for client onboarding and ongoing maintenance - Able to handle client communications and instructions - Assist in preparation of client proposals -...


  • 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 youIn this exciting role, you will play a...


  • Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time

    We are looking for a highly motivated Wealth Management Advisor to join our team at THE SPECIALIST OPINION PRIVATE LIMITED. As a Wealth Management Advisor, you will work closely with our clients to understand their financial needs and provide tailored advice and solutions to help them achieve their financial goals.In this role, you will be responsible for...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Benefits and OpportunitiesThis role offers the opportunity to grow and develop within a rapidly growing business environment. You will have the chance to work with a talented team and contribute to the success of Taurus Wealth Advisors Pte. Ltd.Key Benefits:Growth opportunities within the companyContribution to team success and developmentProfessional growth...

  • Client Advisor

    1 week ago


    Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesCompany DescriptionWe are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of...


  • Singapore Alpha Advisor Full time

    This is an outstanding opportunity for any aspiring Financial Advisor who aims to build their own financial advice business or join an already established wealth management practice. We are looking for like-minded, dedicated and driven young individuals with the correct values to serve people in the financial services industry to provide clients with...


  • Singapore INTELLIPRO SINGAPORE PTE. LTD. Full time

    Develops and maintains client relationships with HNW individuals - Responsible for achieving annual revenue targets and objectives. - Trusted advisor and ability to build group of dedicated clients with incremental asset size over time. - Fully competent in advising clients on investment products and services. - Actively involved in client counselling while...


  • Singapore UBS Full time

    Singapore - Business development, Portfolio and fund management - Global Wealth Management **Job Reference #** - 304779BR **City** - Singapore **Job Type** - Full Time **Your 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...


  • Singapore HL BANK Full time

    Job DescriptionThe Wealth Management Client Advisor will work closely with our investments counsellors to co-manage client portfolios and generate investment revenue. This role requires a solid understanding of local regulatory requirements and the ability to conduct business with professionalism and integrity.

  • Wealth Advisor

    5 days ago


    Singapore StashAway Full time

    Wealth Advisor We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Reserve SG. You will report directly to the Head of Reserve to strategise and execute AUM impacting initiatives....


  • Singapore Planners Inc Full time

    **Planners Inc** is a group of financial consultants representing Great Eastern Financial Advisers. We are looking for a Wealth Management Advisor to join our passionate and ambitious team. We are actively recruiting people who are self-motivated and keen to build your own business, earning based on your hard work. If you are someone who is self-motivated,...


  • Singapore Planners Inc Full time

    Planners Inc is a group of financial consultants representing Great Eastern Financial Advisers. We are looking for a Wealth Management Advisor to join our passionate and ambitious team. We are actively recruiting people who are self-motivated and keen to build your own business, earning based on your hard work. If you are someone who is self-motivated,...

  • 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...


  • Singapore GOLDMAN SACHS (SINGAPORE) PTE. Full time

    Roles & ResponsibilitiesWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...


  • Singapore WEALTH ASIA LLP Full time

    Job Description:Wealth Asia LLP is seeking a highly skilled and motivated Financial Services Professional to join our team. 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.Your primary responsibility will be to work closely with our Wealth Advisors to...