Financial Planning and Wealth Management Professional

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...

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...

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...

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•...

Job DescriptionWe are seeking ambitious fresh graduates or professionals looking for a mid-career switch to join our team as a Financial Adviser. As a key member of our team, you will be responsible for providing tailored financial planning, insurance, and wealth management solutions to clients. This includes building and maintaining long-term relationships...

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...

Roles & ResponsibilitiesAre you passionate about helping people achieve their financial goals? Do you want to build a rewarding career with high earning potential and strong career growth?Our client, an established global bank, is looking for dynamic individuals to join them as Wealth Planning Managers. This is a fantastic opportunity to be part of an...

Roles & ResponsibilitiesAre you passionate about helping people achieve their financial goals? Do you want to build a rewarding career with high earning potential and strong career growth?Our client, an established global bank, is looking for dynamic individuals to join them as Wealth Planning Managers. This is a fantastic opportunity to be part of an...

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...

Roles & ResponsibilitiesAs a Relationship Manager, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.We offer B2B and B2C solutions in the...

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...

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...

Roles & ResponsibilitiesJob Responsibilities1. Analyze clients' financial status (e.g. income, expenses and liabilities)2. Prepare financial plans according to clients' changing needs to ensure clients meet their goals.3. Understand consultants' advise with clients on current financial issues and make recommendations4. Support the consultants in building...

Roles & ResponsibilitiesOverview:· Permanent position with perks· Multiple working location (Willing to travel based on business needs)· 5.5 days' work week (Comfortable with flexible schedule which include weekends)· Structured training will be providedJob Responsibilities:· Serve retail customer and advise them on various personal banking and...

Job Title: Financial Wealth ProfessionalAbout Our TeamAt Mosaic Group, our team of experts is dedicated to delivering exceptional financial services to our clients. We believe in building long-term relationships founded on trust, understanding, and expertise.Our Approach:We take the time to understand each client's unique financial situation and goals,...

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...

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...

Roles & ResponsibilitiesJob Summary:You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.You see yourself as a companion on our clients' journeys toward achieving their life goals. Given that no...

Roles & ResponsibilitiesAre you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio.Global Financial Consultants (GFC) is one of Singapore's most...

Roles & ResponsibilitiesOn behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.The shortlisted applicants can look forward to providing a sound wealth...