Wealth Manager
1 week ago
Overview Strategic Partnership Director | Infinity Affinity Group – Wealth Manager role (part-time, on-site) in Singapore. Role Description This is a part-time on-site role for a Wealth Manager located in Singapore. The Wealth Manager will be responsible for providing personalized financial planning and investment management services. Day-to-day tasks include assessing clients' financial situations, developing tailored financial strategies, managing investment portfolios, and providing insurance advice. The Wealth Manager will work closely with clients to help them achieve their financial goals and secure their futures. Company Description Affinity, proudly representing Infinity Financial Advisory, is a distinguished and multi-award-winning branch committed to empowering individuals and businesses to achieve their financial goals with clarity and precision. Offering a robust portfolio of services ranging from personal financial planning to corporate financial solutions, Affinity is your trusted partner in navigating the complexities of modern finance. Our innovative strategies and proven expertise ensure clients are always ahead, whether they\'re securing their family\'s future, planning retirement, or safeguarding their business. With decades of experience, a comprehensive range of services, and a client-centric approach, Affinity sets the benchmark for quality and reliability in financial advisory services. Qualifications Financial Planning and Investment Management skills Expertise in Investments and Finance Knowledge of Insurance practices and products Strong analytical and problem-solving skills Excellent interpersonal and communication skills Diploma or Bachelor’s degree in Finance, Economics, or related field is preferred Relevant certifications such as CFP or CFA are a plus Ability to work independently and collaboratively with a team Seniority level Entry level Employment type Part-time Job function Finance and Sales Note: Referrals or postings encouraging direct messaging or applying may appear on some job boards, but are not required to apply through those channels. This description contains the core responsibilities and qualifications for the Wealth Manager role. EEO statements and company policies apply where required. #J-18808-Ljbffr
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Wealth Manager
1 week ago
Singapore Wealth Asia LLP Full timeOverview As 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 development and hands-on...
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Wealth Manager
3 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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Assistant Wealth Manager
1 week ago
Singapore WEALTH ASIA LLP Full timeThis 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...
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Assistant Wealth Manager
2 weeks ago
Singapore WEALTH ASIA LLP Full timeThis 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...
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Wealth Manager
4 days 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
4 days 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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Part Time Wealth Manager
5 days ago
Singapore WEALTH ASIA LLP Full timeYou will participate in wealth management, sales and marketing activities, and receive training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and provide excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets,...
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Wealth Management Associate
3 days ago
Singapore Alpha Wealth Financial Advisers Full timeGet AI-powered advice on this job and more exclusive features. Learn. Grow. Build wealth. For yourself and others. About the Role We’re looking to add ambitious new talent to our growing team. Breaking into finance isn’t easy, so we provide structured training, mentorship and hands-on experience to help you build real-world financial and communication...
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Wealth Management Specialist
5 days ago
Singapore WEALTH ASIA LLP Full timeDo 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 a vital role by...
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Wealth Management Associate
4 days ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. 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...
