Associate - Private Wealth
1 week ago
Role Overview:
We are seeking a driven and detail-oriented Associate to join our Private Wealth team in Singapore. We are looking for someone who is loyal, trustworthy and adaptable to work alongside with the members of the family and must possess strong qualities of integrity and the ability to handle confidential and sensitive information. The successful candidate will be expected to work efficiently under pressure, multitask and support the day-to-day operations of the family office and not limited to manage private wealth initiatives, analyse data and information relating to investments, and collaborate closely with external advisors and banks.
Key Responsibilities:
• Assist in managing investment portfolios across asset classes (public equities, private equity, real estate, fixed income)
• Organising, analysing and interpreting data to extract meaningful insights to support decision making for investments and operations.
• Liaise with private banks, fund managers, legal counsel, and tax advisors to execute transactions and manage ongoing relationships
• Support the private wealth team heads in various matters and not limited to maintaining and updating internal documentation on asset holdings, legal structures, and compliance workflows
• Contribute to strategic planning, next-gen engagement, and succession planning initiatives
• Support philanthropic activities, governance meetings, and ad-hoc family requests
Qualifications:
• Bachelor's degree in Finance, Economics, Business, or a related field
• 1-3 years of experience in private banking, family office, asset management, or Big 4/consulting (wealth/finance focus)
• Strong understanding of financial instruments, investment products, and global markets
• Excellent Excel and PowerPoint skills; experience with financial modeling preferred
• High attention to detail, discretion, and ability to manage confidential information
• Bilingual in English and Bahasa Indonesia to work with Indonesian stakeholders
-
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...
-
Associate - Private Wealth
1 week ago
Singapore ANB INVESTMENT PTE. LTD. Full timeJOB DESCRIPTION Role Overview: We are seeking a driven and detail-oriented Associate to join our Private Wealth team in Singapore. We are looking for someone who is loyal, trustworthy and adaptable to work alongside with the members of the family and must possess strong qualities of integrity and the ability to handle confidential and sensitive information....
-
Associate – Private Wealth
3 weeks ago
Singapore ANB INVESTMENT PTE. LTD. Full timeRoles & ResponsibilitiesJOB DESCRIPTIONRole Overview:We are seeking a driven and detail-oriented Associate to join our Private Wealth team in Singapore. We are looking for someone who is loyal, trustworthy and adaptable to work alongside with the members of the family and must possess strong qualities of integrity and the ability to handle confidential and...
-
Associate - Private Wealth
2 weeks ago
Singapore ANB INVESTMENT PTE. LTD. Full timeRoles & Responsibilities JOB DESCRIPTION Role Overview: We are seeking a driven and detail-oriented Associate to join our Private Wealth team in Singapore. We are looking for someone who is loyal, trustworthy and adaptable to work alongside with the members of the family and must possess strong qualities of integrity and the ability to handle...
-
Managing Director
1 week ago
Singapore Leo Wealth Full timeManaging 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
1 week ago
Singapore Leo Wealth Full timeManaging 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...
-
KYC Associate
6 days ago
Singapore ROBERT WALTERS (SINGAPORE) PTE LTD Full timeWhat you\'ll do: As a KYC Associate Private Wealth, you will immerse yourself in the critical function of ensuring that every client onboarding case meets both regulatory expectations and internal standards. Your day-to-day activities will involve thorough review and validation of KYC/CDD documentation, focusing particularly on the robustness of Source...
-
Associate - Private Wealth
1 week ago
Singapore ANB INVESTMENT PTE. LTD. Full time**Role Overview**: **Key Responsibilities**: - Assist in managing investment portfolios across asset classes (public equities, private equity, real estate, fixed income) - Organising, analysing and interpreting data to extract meaningful insights to support decision making for investments and operations. - Liaise with private banks, fund managers, legal...
-
Singapore Goldman Sachs Full timeJoin to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore role at Goldman Sachs Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore role at Goldman Sachs Get AI-powered advice on this job and...
-
KYC Associate
6 days ago
Singapore Robert Walters (Singapore) Pte Ltd Full timeThe organisation values collaboration, professionalism, and a proactive approach, providing a supportive environment where your attention to detail and commitment to excellence will be highly regarded. With full-time office-based work arrangements, you will benefit from being part of a knowledgeable team that prioritises training opportunities, professional...
