Wealth Management Advisor
4 days ago
Description Financial Services Manager @ HSBC | Master Fund Advisor (MFA)Company Description HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and investment-linked insurance solutions . Our mission is simple yet powerful — to help customers plan confidently, live fully, and protect what truly matters . By combining innovative digital tools, trusted financial advice, and a human touch, HSBC Life empowers clients to navigate life's uncertainties and achieve long-term financial wellbeing. Backed by HSBC's strength and global network, we are more than an insurer — we are a lifelong partner in your journey toward financial security and peace of mind. Role Description This is a full-time hybrid role located in Singapore for a Wealth Management Advisor. The Wealth Management Advisor will work directly with clients to assess financial needs, develop personalized wealth management strategies, and provide advice on financial planning, retirement planning, and investment opportunities. Key responsibilities include managing client portfolios, conducting market research, and ensuring alignment with clients' financial goals. Building and maintaining strong client relationships is a critical aspect of this role. Qualifications Strong skills in Financial Planning and Retirement Planning Proficiency in Investments and Finance Experience or expertise in delivering Wealth Management Services Excellent interpersonal and communication skills for client engagement Ability to analyze financial data and market opportunities Bachelor's degree in Finance, Economics, Business, or a related field (preferred)Certification as a financial planner (CFP) or relevant qualification is a plus Proven track record of client management and achieving financial objectives Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Representing Something by 2x Sign in to set job alerts for "Wealth Management Advisor" roles. #J-18808-Ljbffr Industry Other Category Finance Sub Category Financial Advice & Private Banking
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Salaried Wealth Advisor
12 hours ago
Singapore iHarvest Wealth Management Full time $45,000 - $60,000 per yearAbout the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...
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Salaried Wealth Advisor
1 week ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...
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Salaried Wealth Advisor
7 days ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time**About the Role**: We are seeking a motivated and client-focused **Salaried Wealth Advisor**to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you...
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Salaried Wealth Advisor
1 week ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...
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Salaried Wealth Advisor
2 weeks ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time $80,000 - $120,000 per yearAbout the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...
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Wealth Manager
1 day 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 day 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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Relationship Manager
2 weeks ago
Singapore ProVision Wealth Advisor Full time $48,000 - $80,000 per yearJob Description:We're looking for driven individuals to join our team as Relationship Manager / Financial Consultants. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients' financial...
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Financial Consultant
2 weeks ago
Singapore ProVision Wealth Advisor Full time $40,000 - $60,000 per yearJob Description:We're looking for driven individuals to join our team as Financial Consultants / Management Trainees. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients' financial...
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Wealth Management Advisor
4 days ago
Singapore Representing Something Full timeDescription Financial Services Manager @ HSBC | Master Fund Advisor (MFA) Company Description HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and...
