Wealth Management Professional

2 days ago


Singapore Fargo Wealth Group Full time

Fargo Wealth Group is hiring a Relationship Manager to oversee the management and expansion of a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.

The ideal candidate will possess a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the region.


Main Responsibilities:
  • Client Portfolio Management:
    • Develop and execute tailored wealth management strategies for HNW and UHNW clients.
    • Regularly review and discuss clients' portfolios to ensure alignment with their financial objectives.
  • Business Growth:
    • Identify and pursue new business opportunities in the Asia market.
    • Utilize your network and industry expertise to expand the bank's client base.
  • Regulatory Compliance:
    • E nsure adherence to regulatory requirements and the bank's internal policies when interacting with clients.

Essential Qualifications:

Bachelor's degree in Finance, Economics, Business, or a related field.

Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.

Strong understanding of the financial services industry, investment products, and market dynamics in Asia.


  • apex wealth manager

    2 days 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...


  • Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...

  • Wealth Manager

    1 week ago


    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesJob DescriptionAs 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...


  • Singapore professional investment advisory services Full time

    Are you looking for a career that offers growth opportunities, challenges your skills, and allows you to make a positive impact? Look no further than the PIAS Management Associate Programme! This 9-month programme is designed to equip ambitious graduates with the skills, knowledge, and hands-on experience needed to succeed in financial advisory...


  • 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 wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...


  • Singapore Maybank Full time

    We are seeking an experienced Wealth Management Professional to join our Premier Wealth team. In this role, you will be responsible for acquiring and prospecting new customers for our offshore segment.Your key responsibilities will include:Providing expert advice on financial planning and investment solutions to clients.Building and maintaining relationships...

  • Wealth Associate

    2 weeks ago


    Singapore ELITE WEALTH CONSULTANCY Full time

    Roles & ResponsibilitiesWe are a dynamic organization 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.Position Overview: Our 2-year comprehensive training program is designed to...


  • Singapore This is an IT support group Full time

    About Our TeamOur company prides itself on being a forward-thinking organization that values innovation and customer satisfaction.Key ResponsibilitiesThe Senior Relationship Manager will be responsible for:Evaluating customers' needs and providing tailored solutions in wealth protection, accumulation, retirement planning, estate preservation, and endowment...


  • Singapore Itinere Organisation Full time

    We are committed to delivering exceptional service to our clients by providing them with tailored wealth management solutions.About Us:Itinere Organisation is a leading provider of wealth management services, specialising in estate planning and investment planning. Our team of experienced professionals is dedicated to helping our clients achieve their...


  • 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 Professional Investment Advisory Services Full time

    Kickstart your career in financial advisory with the PIAS Management Associate Programme! This 9-month journey is designed to equip ambitious graduates with the skills, knowledge, and hands-on experience needed to succeed in wealth management.What We OfferAttractive remuneration and comprehensive benefits package.Recognition program providing qualifying...


  • 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 CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy 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...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet 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...


  • Singapore Professional Investment Advisory Services Full time

    About the PIAS Management Associate Programme:The PIAS Management Associate Programme is a 9-month structured journey designed to equip ambitious graduates with the skills, knowledge, and hands-on experience to thrive in the financial advisory industry. The programme provides comprehensive training, mentorship, and real-world exposure to develop expertise in...


  • Singapore ACE ASSET MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You'll Be Doing:Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages. ...


  • Singapore ACE ASSET MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You’ll Be Doing: Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages....


  • Singapore ACE ASSET MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You’ll Be Doing: Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages....


  • Singapore Recruit Success Pte. Ltd. Full time

    As a renowned leader in the industry, Recruit Success Pte. Ltd. seeks an accomplished professional to spearhead our wealth management efforts. The chosen candidate will be responsible for crafting bespoke financial solutions for high-net-worth clients, incorporating wealth management, investment portfolio optimization, and estate planning.Core...


  • Singapore Professional Investment Advisory Services Full time

    Welcome to the PIAS Management Associate Programme, a 9-month journey designed to equip ambitious graduates with the skills, knowledge, and hands-on experience needed to succeed in wealth management.Key RequirementsA strong record of leadership and commitment to upholding values that matter.A Bachelor's degree from a recognised university or a diploma from a...