Assistant Wealth Manager
4 hours ago
This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth Director and his team. Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings. Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards. Prepare necessary materials, reports, and presentations for client review meetings. Para planner in closing sales and deals. Administrative & Operational Tasks Handle the opening, closing, transferring, and maintenance of client accounts. Accurately update client information, transaction records, and portfolio details in the firm's system. Manage the Executive Wealth Manager's calendar, client appointment setting, and travel arrangements if necessary. Draft and send professional correspondence (emails, letters) to clients and internal teams. Financial & Analytical Duties Generate performance reports, portfolio summaries, and asset allocation breakdowns for clients. Process and monitor wealth and financial plans under the direction of the Wealth Manager (may require licencing)Assist with calculating and processing client management fees and service charges. Conduct basic research on investments, market trends, or financial products as requested. #J-18808-Ljbffr
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Islandwide, SG
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to...
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Wealth Manager
2 days ago
Singapore VASTUS WEALTH PTE. LTD. Full timeAre you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...
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WEALTH ASIA LLP
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities Do 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...
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Junior Wealth Executive
1 week ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to...
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APEX WEALTH MANAGER
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeOverview Join 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 skills and...
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Wealth Manager
1 week ago
Singapore DH Wealth Management Pte Ltd Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Wealth Manager
1 week ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Wealth Planning Manager
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & Responsibilities Join us as AN APEX Wealth Planning 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....
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APEX WEALTH MANAGER
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & Responsibilities Join 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...
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Private Wealth Director
2 weeks ago
Singapore Prestige Wealth Full timePosition Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...
