Wealth Management Associate

1 day ago


Singapore THE CREDENCE ORGANIZATION PTE. LTD. Full time
Job Summary

The Credence Organization PTE. LTD. is seeking a highly motivated and experienced Wealth Management Associate to join our team. As a Wealth Management Associate, you will be responsible for providing expert advice on financial services, including wealth accumulation, risk management, and investment strategies.

Key Responsibilities
  • Client Assessment: Conduct thorough assessments of clients' financial goals and challenges, including retirement planning, property ownership, and debt management.
  • Strategic Planning: Develop and implement comprehensive financial plans, providing expert advice on wealth accumulation, risk management, and investment strategies.
  • Implementation: Execute financial plans, manage investments, and ensure timely delivery of services to clients.
  • Client Acquisition: Identify and pursue new business opportunities, expanding our client base across various wealth spectrums.
  • Continuous Support: Regularly reassess and adjust client portfolios to align with evolving financial goals.
  • Stay Informed: Stay up-to-date with economic developments and industry regulations, ensuring our clients receive the best possible advice.
What We Offer
  • Career Progression: Opportunities for advancement into managerial and leadership roles, allowing you to grow and develop your career.
  • Growth and Learning: Comprehensive training and mentorship from experienced professionals, helping you develop your skills and expertise.
  • Work-Life Balance: Enjoy flexible hours that fit your lifestyle, without being tied to a traditional 9-5 structure.
  • Earning Potential & Competitive Remuneration: Attractive performance bonuses and incentives to reward your achievements and contributions to the company.
  • Industry Exposure: Opportunities for international conventions and deep dives into the financial sector, allowing you to expand your network and knowledge.
  • Training & Certification: Sponsored papers to attain Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) qualifications, enhancing your professional credentials.
Requirements
  • Singapore Citizen/PR
  • 21 years and above


  • Singapore WEALTH ASIA LLP Full time

    Unlock Your Potential in Sales and Business DevelopmentWealth Asia LLP is seeking a highly motivated and detail-oriented Sales and Business Development Intern to join our team. As a Sales and Business Development Intern, you will play a crucial role in assisting our Wealth Director and Sales and Business Development team in identifying growth opportunities...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Apex Wealth Manager. As a key member of our financial services team, you will play a crucial role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Acquisition and Relationship Building: Identify and acquire new clients, build...


  • 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•...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Unlock Your Potential in Financial ServicesAre you a student looking to gain valuable experience and qualifications in the financial services industry?We offer internship programs specifically designed for students, providing a comprehensive training in financial services and management. Our program includes:• Industry-recognised certifications in...


  • Singapore WEALTH ASIA LLP Full time

    Role SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Wealth Asia LLP. 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.Key ResponsibilitiesPartner with Wealth Advisors to gather in-depth client information and...


  • 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 you!In this exciting role, you will play...


  • Singapore WEALTH ASIA LLP Full time

    Job DescriptionWe are seeking a highly motivated and ambitious individual to join our Wealth Asia LLP team as a Wealth Management Intern. As a key member of our team, you will have the opportunity to gain hands-on experience in the financial services industry and develop your skills in wealth management, leadership, and financial planning.Key...


  • Singapore AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Associate to join our dynamic wealth management team at AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. The successful candidate will play a crucial role in providing comprehensive administrative support to our team of wealth managers, ensuring smooth operations and exceptional...


  • Singapore Ares Management Corporation Full time

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we...


  • 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•...

  • Wealth Associate

    2 months ago


    Singapore PHILLIP SECURITIES PTE LTD Full time

    Roles & ResponsibilitiesThe Advisory Practice (TAP) is one of the fastest growing group representing PhillipCapital Wealth Advisory, and we are looking to expand further in 2024! If you’re looking for a career in Financial Advisory and do not want to be limited to just Insurance products but to truly provide a wide spectrum of financial products ranging...

  • Wealth Associate

    1 day ago


    Singapore PHILLIP SECURITIES PTE LTD Full time

    Job SummaryWe are seeking a highly motivated and results-driven Wealth Associate to join our team at PHILLIP SECURITIES PTE LTD. As a Wealth Associate, you will play a key role in providing exceptional client service and support to our clients in achieving their financial goals.Key ResponsibilitiesPartner with clients to understand their financial needs and...

  • Wealth Associate

    1 day ago


    Singapore PHILLIP SECURITIES PTE LTD Full time

    Job SummaryWe are seeking a highly motivated and results-driven Wealth Associate to join our team at PHILLIP SECURITIES PTE LTD. As a Wealth Associate, you will play a key role in providing exceptional client service and delivering tailored financial solutions to our clients.Key ResponsibilitiesPartner with clients to understand their financial goals and...


  • Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Job Title: Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. The ideal candidate will have a strong background in client servicing and relationship management, with a passion for delivering exceptional service to our clients.Key Responsibilities:Assist...


  • 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

    Unlock Your Potential as a Wealth Investment AdvisorWe are seeking a highly motivated and ambitious individual to join our team as a Wealth Investment Advisor. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Analyze client financial circumstances and provide...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...


  • Singapore LIGHTHOUSE CANTON PTE. LTD. Full time

    Role OverviewLighthouse Canton Pte. Ltd. is a leading independent asset manager to institutional investors and private clients. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs.We are seeking a highly motivated and detail-oriented individual to...

  • Wealth Manager

    2 months ago


    Singapore Fortitude Assurance Management Full time

    Assisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets


  • Singapore WEALTH ASIA LLP Full time

    About the RoleWe are seeking a highly motivated and results-driven Wealth Relationship Executive to join our team at Wealth Asia LLP. As a key member of our sales team, you will be responsible for introducing, consulting, and selling financial products and services to our clients, driving sales revenue, client acquisition, and maintaining relationships with...