Wealth Manager

3 days ago

Singapore AQUILA ASCENSION CONSULTANCY Full time
The ideal candidate is a strategic thinker with a passion for helping clients achieve their financial goals. They possess strong analytical skills, excellent communication abilities, and a deep understanding of financial planning, investment strategies, and risk management. If you are a motivated, results-driven professional with a commitment to excellence, we would love to hear from you. No prior experience is required. Fresh graduates, part-time students, and mid-career switchers are welcome.
Key Responsibilities
  • Provide comprehensive financial advice to clients, tailoring solutions to meet their unique needs and goals.
  • Develop and maintain strong client relationships, ensuring a high level of customer satisfaction and trust.
  • Conduct regular financial reviews to update clients' financial plans based on life changes and market conditions.
  • Stay informed about industry trends, products, and regulations to provide the best advice.
  • Participate in networking events and professional development workshops to enhance your skills and expand your professional network.
  • Collaborate with team members to achieve collective goals and drive agency growth.

Requirements:
  • Must be 21 years old and above.
  • Singaporean or Permanent Resident (PR).
  • Education: Minimum A-Levels, Local Diploma, or Degree.
  • Experience: Prior experience in sales, and finance is a plus, but not required.

What we offer:
  • Competitive Salary
  • Plan Your Own Working Hours - Enjoy flexibility and work-life balance.
  • Fast-Track Promotions & Overseas Incentives - Get rewarded for your hard work.
  • Sponsorship for Industry Essential Exams & Upfront Business Support - We invest in your success.
  • Mentorship from Experienced & Achieving Advisors - Learn from the best in the industry.

Join Aquila Ascension Advisory and take the first step towards a rewarding career as a Wealth Manager. We look forward to welcoming you to our team
Aquila Ascension Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Submit your resume and a cover letter detailing your qualifications and motivation for the role.

  • Wealth Manager

    20 hours ago

    Singapore Wealth Asia LLP Full time

    Overview 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...

  • Managing Director

    3 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    3 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Wealth Management Specialist

    2 weeks ago

    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 youIn this exciting role, you will play a...

  • Wealth Management Specialist

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & 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...

  • Wealth Management Intern

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Looking 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 ...

  • Wealth Management Intern

    1 week ago

    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•...

  • Wealth Manager

    4 days ago

    Singapore DH Wealth Management Pte Ltd Full time

    We 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)...

  • Wealth Manager

    4 days ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We 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)...

  • Wealth Manager

    1 week ago

    Singapore VALIANT WEALTH ADVISORY SINGAPORE PTE. LTD. Full time

    Are 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! Valiant Wealth Advisory is a new start-up Financial Advisory and part of...