Strategic Wealth Manager
6 days ago
We are seeking a skilled Strategic Wealth Manager to join our team at ACHIEVE CAREER CONSULTANT PTE LTD. As a key member of our wealth management division, you will be responsible for providing expert investment advice and tailored solutions to clients to achieve their financial goals.
Key Responsibilities:- Provide high-quality investment advice and strategic guidance to clients to meet their financial objectives.
- Cultivate new business opportunities and expand our client base through targeted outreach and collaboration with relationship managers.
- Identify cross-selling opportunities for investment and insurance products to existing clients, enhancing their financial portfolios.
- Participate in marketing events, sales activities, and joint client appointments to drive business results.
- Maintain strong relationships with clients by understanding their financial needs, risk profiles, and investment objectives.
- Bachelor's degree in Banking, Business Administration, Economics, or a related field.
- 2-5 years of experience in retail banking, investment advisory, or insurance products.
- Demonstrated track record of achieving sales targets and delivering exceptional client service.
- In-depth knowledge of investment products, financial markets, and regulatory guidelines.
We offer a competitive salary range of SGD 60,000 - SGD 120,000 per annum, commensurate with experience. If you are a motivated and experienced Strategic Wealth Manager looking for a challenging role, please submit your application.
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Wealth Manager
4 weeks ago
Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full timeRoles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...
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Strategic Wealth Advisor
6 days ago
Singapore WEALTH ASIA LLP Full timeWealth Investment AdvisorAre you a results-driven individual seeking a dynamic career in wealth management?About the Role:Drive client acquisition and retention through exceptional sales and customer service skills. Collaborate with partners to deliver comprehensive client services, including wealth and investment planning, insurance, mortgage, and estate...
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Strategic Wealth Advisor
2 days ago
Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full timeAbout the RoleWe are seeking a skilled Strategic Wealth Advisor to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Job DescriptionThe successful candidate will be responsible for growing our business through proactive acquisition and retention of high net worth (HNW) / ultra-high net worth (UHNW) clients.Key Responsibilities:Grow the business...
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Strategic Wealth Growth Specialist
6 days ago
Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full timeJob OverviewWe are seeking an experienced Strategic Wealth Growth Specialist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. The successful candidate will have a proven track record in driving business growth through proactive acquisition and retention of high net worth clients.Estimated Salary: SGD 120,000 - 180,000 per annum depending on...
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Wealth Management Consultant
1 day ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany OverviewWe are a dynamic organization, Elite Wealth Consultancy, focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.SalaryWe offer a competitive salary range estimated at...
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Wealth Management Professional
4 days ago
Singapore ELITE WEALTH CONSULTANCY Full timeElite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...
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Elite Wealth Management Professional
4 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.
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(Hybrid) Wealth Management Intern
3 months ago
Singapore WEALTH ASIA LLP Full timeRoles & 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•...
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Wealth Management Advisor
1 month ago
Singapore BNP Paribas Wealth Management Full timeJob Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...
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Wealth Investment Advisor
1 month ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
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Strategic Wealth Management Consultant
7 days ago
Singapore Ark Group International (Hong Kong) Limited Full timeJob Title: Strategic Wealth Management ConsultantCompany Overview:Ark Group International (Hong Kong) Limited is a leading wealth management firm that provides bespoke financial solutions to high net worth individuals and families.Job Description:
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Wealth Management Expert
4 days ago
Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeAbout ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...
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Key Player in Wealth Management Expansion
4 days ago
Singapore WEALTH ASIA LLP Full timeWealth Asia LLP seeks a driven and ambitious Sales and Business Development Intern to support our growth strategy. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise.As a Key Player in Wealth Management Expansion, you will be responsible for participating in sales and marketing activities, receiving...
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Wealth Management Professional
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...
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Wealth Management Advisor
3 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition OverviewThe Wealth Management Advisor will play a vital role in fostering long-term relationships with high net worth clients, providing expert advice on investment strategies and product solutions to meet their evolving needs.
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Management Associate
1 month ago
Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full timeRoles & ResponsibilitiesReports To:DirectorJob Overview:The Management Associate will be part of an exciting team that is crucial to the growth of the organisation. This position is an all-rounded role responsible for (including but not limited to) Sales, Marketing and Recruitment. He/She works with the team to come up with various campaigns for the above...
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Strategic Wealth Manager
4 days ago
Singapore WILLIA ESTATE PTE. LTD. Full timeJob Title: Strategic Wealth ManagerEstimated Salary Range: SGD $60,000 - SGD $100,000 per annum (based on experience)About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at WILLIA ESTATE PTE. LTD.The ideal candidate will possess excellent communication skills and have a strong understanding of investment products...
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Business Development Professional
6 days ago
Singapore WEALTH ASIA LLP Full timeAbout Wealth Asia LLPWe are a dynamic and forward-thinking wealth management firm dedicated to providing our clients with tailored solutions for their financial needs. As part of our team, you will play a crucial role in driving our sales and marketing efforts.
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Wealth Management Specialist
6 days ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
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Strategic Wealth Advisor
4 days ago
Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full timeJoin BDO UNIBANK, INC. (SINGAPORE BRANCH) as a Strategic Wealth Advisor and take your career to the next level.About the RoleWe are seeking a highly motivated and experienced wealth advisor to join our team in Singapore. As a Strategic Wealth Advisor, you will be responsible for managing high net worth clients' wealth holistically, providing them with...