Wealth Management Specialist

3 weeks ago

Singapore ASSURANCE RESOURCE MANAGEMENT PTE. LTD. Full time
Roles & Responsibilities

Join Our Team as a Wealth Management Specialist

Are you passionate about crafting tailored investment solutions and driving exceptional portfolio performance? Join our dynamic team of experts, with a client-centric approach and a team of dedicated professionals, we foster innovation, collaboration, and growth and shape the future of financial success for individuals and businesses.

Whether you're an experienced advisor or exploring a new career path in wealth management, we provide skills and salary support that you need to succeed. We welcome graduates eager to learn and mid-career professionals looking for a rewarding switch into the wealth management industry.

Key Responsibilities:

  • Provide expert financial advisory services during corporate events, including workshops, seminars, and talks, to promote financial literacy and wealth management solutions.
  • Conduct personalized financial health checks for employees, offering tailored advice to align with their individual financial goals.
  • Collaborate with corporate clients to understand their business and employee needs, curating customized wealth solutions that support long-term success.
  • Build and maintain strong relationships with corporate stakeholders and their employees through regular engagement and proactive consultation.
  • Facilitate educational sessions to enhance financial awareness and empower clients with effective wealth management strategies.
  • Contribute to planning and executing corporate events to drive engagement and promote company services.

What We're Looking For:

We believe great talent can come from diverse backgrounds. Whether you're making a mid-career switch or just starting, these attributes will set you up for success:

  • Min Local Diploma, degree in finance, or a related field.
  • A passion for financial markets, wealth planning, and helping others achieve financial success.
  • Strong interpersonal and communication skills.
  • Have working rights in Singapore
  • No prior experience required, on-the-job training will be provided
  • A willingness to learn, coupled with transferable skills such as sales, client management, or analytical abilities.
  • A strong desire to build a meaningful career in financial advisory.
  • Previous experience in customer-facing or financial roles is advantageous but not mandatory.

What We Offer:

  • We provide comprehensive training and mentorship with structured onboarding, skill-building workshops, and one-on-one mentorship to fast-track your success.
  • Competitive compensation package with performance-based incentives.
  • Clear pathways for career advancement within a collaborative and supportive environment to provide for Growth Opportunities.
  • Access to advanced financial tools and resources.
  • Inclusive Work Culture team that values diversity, collaboration, and innovation
  • Remuneration includes Allowance and Commission ranges from $4,000 to $10,000.

Work Benefits & Schedule:

  • Flexible schedule with work from home options
  • Monday to Friday with weekend availability
  • Work Location: Hybrid remote
Tell employers what skills you have

Wealth Management
Sales
Relationship Management Skills
Customerfacing
Financial Planning
Interpersonal Skills
Analytical Abilities
Customer Relationships
Wealth
Financial Literacy
Strategy
Mentorship
Attention to Detail
Communication Skills
Budgeting
Corporate Events
Financial Advisory

  • Wealth Management Specialist

    2 weeks ago

    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...

  • Wealth Management Specialist

    2 days ago

    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...

  • Wealth Management Specialist

    3 weeks 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 youIn this exciting role, you will play a...

  • apex wealth manager

    3 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

  • Apex Wealth Manager

    3 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

  • Wealth Manager

    2 weeks ago

    Singapore Wealth Asia LLP Full time

    Overview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...

  • Wealth Manager

    1 week ago

    Singapore VASTUS WEALTH PTE. LTD. Full time

    Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

  • Wealth Management Intern

    3 weeks ago

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

  • Junior Wealth Executive

    5 hours ago

    Singapore Wealth Asia Full time $40,000 - $60,000 per year

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & SupportProvide direct administrative and analytical support to the Executive Wealth...

  • Wealth Management Associate

    1 week ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get 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 Wealth Advisory and...