Wealth Manager
5 days ago
Overview Wealth Manager - Singapore. This firm is a pioneering, independent financial advisory consultancy focused on safeguarding the financial futures of clients. Established by UK-qualified financial advisers, it differentiates itself with its vibrant energy and innovative approach in the offshore marketplace. The firm aims to equip Wealth Managers with the essential skills and knowledge to excel, supported by a robust selection process and ongoing professional development to provide top-tier financial planning and wealth management services to expatriates worldwide. Responsibilities Engage directly with clients to assess and advise on medium to long-term financial objectives. Tailor advice to the client's nationality and location, covering Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning. Collaborate with marketing, coordination, and paraplanning teams to facilitate daily client interactions. Qualifications & Requirements Education: Level 4 qualification UK or equivalent. The firm supports attaining relevant qualifications, with encouragement to pursue further education; preference for candidates already Level 4 certified. Experience: Targeting advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance their career. Skills: Fluency in English, exceptional communication skills, proven sales capabilities, entrepreneurial spirit, and a high level of motivation and professionalism. Note: Ideal candidates will already possess an established AUM/book of existing clients. Offer & Benefits Competitive remuneration and exceptional earnings for top performers, with regular incentives including international conventions. Potential involvement in the firm's ambitious global expansion plans, including opportunities to open new offices worldwide. Company & Culture The firm provides in-house CRM developed by former Wealth Managers and supports continuous training to ensure compliance with client and company expectations, reinforcing a strong reputation and expanding global presence. #J-18808-Ljbffr
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Wealth Manager
3 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
3 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
1 week 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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Private Wealth Director
5 days 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...
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Islandwide, SG
7 days ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities This 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...
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WEALTH ASIA LLP
7 days ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
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Junior Wealth Executive
3 days ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities This 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...
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Wealth Manager
24 hours ago
Singapore iHarvest Wealth Management Pte Ltd Full time**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...
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APEX WEALTH MANAGER
7 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...
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Wealth Planning Manager
7 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX Wealth Planning Manager, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...