Wealth Management Professional

1 week ago


Singapore Professional Investment Advisory Services Pte Ltd Full time
Job Summary

We are seeking a highly skilled and motivated Wealth Management Executive to join our team at Professional Investment Advisory Services Pte Ltd.

Key Responsibilities
  • Provide expert investment advice to clients, tailoring solutions to meet their unique financial goals and objectives.
  • Maintain regular contact with existing clients, expanding your network and onboarding new clients to drive business growth.
  • Conduct comprehensive financial needs analysis, providing clients with personalized investment recommendations and portfolio management.
  • Collaborate with clients to identify new opportunities, stay informed about market trends and regulatory changes, and propose and execute investment solutions.
  • Develop and maintain strong relationships with clients, understanding their financial objectives and investment requirements.
What We Offer
  • A comprehensive induction program to ensure a smooth transition into the role.
  • An attractive compensation structure that rewards passive income and promotes financial stability.
  • Personalized mentorship from a top-performing MDRT Adviser to support your career growth and development.
  • Flexible working hours and locations to accommodate your needs and preferences.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dedicated in-house digital marketing consultant to support your social media branding and online presence.
Requirements
  • Must be a Singaporean Citizen, aged 21 years and above, to meet MAS requirements.
  • Must possess a resourceful, creative, and driven mindset, with a strong desire to succeed in the field.
  • Must be people-oriented, highly client-focused, and able to build strong relationships with clients.
  • Must be disciplined, hardworking, and eager to learn and grow in the role.
  • Must hold full certification in GCE A' Levels, Polytechnic Diplomas, or Degree holders, with M5, M8, M8A, M9, M9A, and HI certifications being advantageous.


  • Singapore BNP Paribas Wealth Management Full time

    Job Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...


  • Singapore BNP Paribas Wealth Management Full time

    Job Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...


  • Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...


  • Singapore BNP Paribas Wealth Management Full time

    Job 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...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...


  • Singapore BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading global wealth manager, providing personalized and innovative solutions to high net worth individuals and families. With a presence in 13 markets across Asia Pacific, we offer a wide range of financial services, including wealth management, asset management, and private banking.Job...


  • 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...

  • Wealth Director

    11 hours ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...

  • Wealth Management

    2 weeks ago


    Singapore BNP Paribas Wealth Management Full time

    Position Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full...

  • Wealth Management

    2 weeks ago


    Singapore BNP Paribas Wealth Management Full time

    Position Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...

  • Wealth Director

    22 hours ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...


  • Singapore CO Wealth Advisory Full time

    Wealth Management Associate Get 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 Wealth Advisory and we...


  • Singapore Ethos BeathChapman Full time

    Unlock Your Potential in Wealth ManagementAre you a seasoned Relationship Manager looking to elevate your career in wealth management? Do you have a proven track record of managing high-net-worth individuals (HNWI) and delivering tailored financial solutions? We are seeking a dynamic and ambitious professional to join our team as a Private Client Advisor -...


  • Singapore TECH AALTO PTE. LTD. Full time

    Wealth Management Opportunities at TECH AALTO PTE. LTD.About the RoleThe ideal candidate for this wealth management position will be a dynamic and experienced professional with a proven track record of building successful client portfolios. As a wealth manager, you will guide and support high net worth clients in achieving their financial objectives.Key...


  • Singapore CICC Full time

    Job Title: Wealth Management ProfessionalCICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC's integrated platform, professional research and full market...


  • Singapore HSBC Full time

    Job DescriptionHSBC is seeking a highly skilled and experienced professional to join our team as a Premier Elite Associate Director. This role is a key position in our Wealth Management division, responsible for providing exceptional client service and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with high net worth...


  • Singapore Hatch Careers Singapore Full time

    Unlock Your Potential in Wealth ManagementWe are seeking a talented and ambitious Wealth Management Executive to join our team at Hatch Careers Singapore. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.About the Role:As a Wealth Management Executive, you will be responsible for:Providing...


  • Singapore CICC Full time

    Job Title: Wealth ManagementCICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC's integrated platform, professional research and full market allocation...


  • Singapore Professional Investment Advisory Services Pte Ltd Full time

    Job Title: Wealth Management ExecutiveAbout the Role:We are seeking a highly motivated and experienced Wealth Management Executive to join our team at Professional Investment Advisory Services Pte Ltd. As a key member of our team, you will be responsible for providing comprehensive financial advice and investment solutions to our clients.Key...


  • 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...