Wealth Management Career Opportunity

1 week ago


Singapore beBeeCareer Full time $60,000 - $130,000
Personal Wealth Career Opportunity

We are actively seeking passionate individuals to join our growing team in the following roles:

  • Entry-Level Financial Advisor
  • Mid-Level Portfolio Manager
  • Senior-Level Wealth Banking Specialist

These roles are part of our Retail Banking division - Personal Wealth Banking, supporting mass market and affluent clients in achieving their financial goals through tailored wealth management solutions.

Key Responsibilities
  • Provide expert financial guidance across savings, investment, insurance, and loan products
  • Build and manage a portfolio of clients through proactive outreach and relationship building
  • Meet and exceed individual sales targets while ensuring compliance with internal and regulatory policies
  • Deliver exceptional client experience through ethical advisory practices and timely follow-up
  • Guide clients across various life stages and financial goals with personalized solutions
Structured Training for Entry-Level Hires
  • Pre-Onboarding: Pass 3 out of 6 required certifications
  • Months 1–2: Classroom training at our corporate campus
  • Months 3–4: On-the-job training at designated training branch cluster (cold calling, basic advisory)
  • Month 5 Onward: Full branch deployment (subject to assessment clearance)
Requirements
  • Recognised university degree in any discipline
  • Strong communication and interpersonal skills
  • Sales-driven, results-oriented, and highly motivated
  • Prior financial advisory or banking experience is an advantage for mid/senior roles
  • Willingness to learn, adapt, and grow within a structured career framework
Career Progression Opportunities

Sales Route:

  1. Financial Advisor
  2. Portfolio Manager / Wealth Banking Specialist
  3. Privilege Banking Specialist
  4. Private Banker
    (Progression based on sales performance, product knowledge, and client assets under management)

Management Route:

  • Eligible for Team Lead or Branch Manager roles after 2+ years of performance and leadership potential

Specialist / Alternative Pathways:

  • Financial Product Specialist, Investment Advisor, or roles in middle-/back-office functions such as Compliance, Risk, or Operations
Why Join Us?
  • Comprehensive training and support for all levels
  • Industry-recognized certifications
  • Merit-based rewards and fast-track advancement
  • Dynamic and supportive working environment
  • Exposure to a broad suite of financial products and clients

  • Wealth Manager

    4 days ago


    Singapore Titans Private Wealth Full time

    Wealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager . You will be provided with training across...


  • 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 beBeeFinancial Full time $4,000 - $6,000

    About this RoleWe are seeking a highly motivated individual to join our team as a Personal Wealth Management Specialist. In this role, you will have the opportunity to acquire the skills and exposure needed to become a trusted financial partner to individuals and families.Key Responsibilities:Assist clients with their daily banking needs and provide tailored...


  • Singapore beBeeWealth Full time $80,000 - $120,000

    Senior Financial Advisor Job OpportunityElevate your career with a leading independent financial advisory firm in Singapore.We're seeking a top-tier financial advisor to join our team and unleash their full potential. Our firm offers a supportive environment where you can deliver exceptional value to clients while fostering your career growth.As a senior...


  • Singapore beBeeFinancial Full time $80,000 - $150,000

    Unlock Your Potential as a Financial ExpertAbout the Role:We are seeking highly motivated and skilled individuals to join our team of financial advisors. As a financial advisor, you will be responsible for providing expert guidance and advice to clients on their financial planning, investment strategies, and wealth management.Key Responsibilities:Develop and...


  • Singapore beBeeFinancial Full time

    Secure Your Career with a Leading Financial InstitutionWe are seeking an experienced Private Banker to join our team in Taiwan. As a Private Banker, you will be responsible for delivering exceptional client service and building long-term relationships with high net worth individuals.Key Responsibilities:Manage a portfolio of clients to achieve business...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    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•...

  • Wealth Manager

    1 week 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...


  • 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 beBeeInvestment Full time $80,000 - $120,000

    International Wealth Management Graduate Program OverviewWe are seeking ambitious and talented individuals to join our dynamic team as International Wealth Management Graduates in Singapore.This is a comprehensive learning experience that will expose you to various areas of wealth management, allowing you to discover your strengths, hone your skills, and...