Wealth Management Associate
6 days ago
Join the largest organization in HSBC Singapore - Altus Advisory as a Wealth Management Associate with competitive salary and bonuses. Job Description Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering their questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plans. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. High starting salary of $4,000 - $6,000 excluding incentives Quarterly performance bonus of $3,000 - $5,000Free qualifications training provided Welcome bonus of $1,500 upon confirmation Requirements A full certificate in GCE 'A' Level; an International Baccalaureate Diploma qualification; a diploma awarded by a polytechnic in Singapore ; or any other academic qualification which is equivalent to the qualifications Seniority level : Entry level Employment type : Full-time Job function : Finance and Sales Industries : Business Consulting and Services #J-18808-Ljbffr
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Wealth Manager
2 hours 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
2 hours 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 Management Associate
2 hours 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...
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Wealth Manager
4 days 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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Associate/Manager, Business Development
6 days ago
Singapore Wealth Management Institute (WMI) Full timeAbout Wealth Management Institute (WMI)Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI provides a comprehensive suite of practice-based...
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Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full time**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 play a vital role by...
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Assistant Wealth Manager
6 days 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
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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Wealth Management Associate
4 days ago
Singapore MYLIFESTYLESG PTE. LTD. Full timeLooking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?Sounds like a dream career? Then you'll fit right in at Atlas Advisors Group.We believe in making a difference in this career path. It's not just another job. We are looking for creative...
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Wealth Management Associate
4 weeks ago
Singapore MYLIFESTYLESG PTE. LTD. Full timeRoles & ResponsibilitiesLooking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?Sounds like a dream career? Then you'll fit right in at Atlas Advisors Group.We believe in making a difference in this career path. It's not just another job. We...
