Executive Wealth Manager

2 weeks ago


Singapore IMPA ADVISORY Full time

We are seeking a highly skilled Executive Wealth Manager to join our team at IMPA ADVISORY. In this role, you will have the opportunity to develop your skills in wealth management and work closely with clients to understand their financial goals and objectives.

The estimated salary for this position is $80,000 - $120,000 per annum, depending on experience.

Job Description:

As an Executive Wealth Manager, you will be responsible for providing expert advice to clients on wealth accumulation, retirement planning, and investment strategies. You will also be required to build strong relationships with clients and understand their needs and goals.

  • You will provide individualised financial advice based on clients' financial and protection needs.
  • You will help clients with financial planning in aspects such as retirement, education, and investments.
  • You will provide clients with recommendations on wealth accumulation in accordance with their goals.
  • You will build long-term and trusted relationships with clients.
  • You will stay up to date with market development, investment products, and other areas that can affect the market.
Required Skills and Qualifications:

To be successful in this role, you will need to have a minimum of a full certificate in GCE A Level or International Baccalaureate Diploma qualification. You will also need to possess good interpersonal skills and be committed, driven, and eager to succeed.

  • You should be at least 21 years old to meet MAS-FAA regulations.
  • You should have a minimum full certificate in GCE A Level or International Baccalaureate Diploma qualification.
  • You should have good interpersonal skills.
  • You should be committed, driven, and eager to succeed.
Benefits:

We offer a range of benefits to our employees, including:

  • A competitive salary of $80,000 - $120,000 per annum.
  • A monthly allowance and other cash incentives.
  • Overseas trip incentives.
  • Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
  • Different proven platforms to kickstart and advance in your career.
  • No need to approach own family members or friends to generate leads.


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Company 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...


  • Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...


  • Singapore Space Executive Full time

    About the Company A leading fintech group poised to redefine wealth management through a cutting-edge platform. The company is on an ambitious journey to create a state-of-the-art solution tailored to modern wealth management needs. Role Overview The CEO will play a pivotal strategic and operational role in leading the company’s vision and execution for...


  • 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•...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Elite 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...


  • Singapore WEALTH ASIA LLP Full time

    Wealth 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...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    We are seeking a highly motivated and enthusiastic individual to join our dynamic team at Elite Wealth Consultancy as an Investment Associate. This is a unique opportunity for you to grow and manage wealth effectively.The role comes with an estimated salary of $80,000 per annum, making it an attractive option for those looking to advance their careers in...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Company 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.


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...


  • Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...


  • 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•...


  • Singapore WEALTH ASIA LLP Full time

    Wealth Asia LLP is seeking a motivated Sales and Business Development Executive to join our team in Singapore. This role offers a unique opportunity to develop your business acumen, build relationships with high-net-worth individuals, and drive revenue growth.Job Description:Salary: SGD 50,000 - SGD 80,000 per annum, depending on experience, plus high...


  • Singapore WEALTH ASIA LLP Full time

    Wealth 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...


  • Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    About 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...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...


  • 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

    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

    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

    About 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.