Wealth Investment Advisor
1 day ago
Roles & Responsibilities We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career. Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT station) Responsibilities: Analyze client’s wealth and financial circumstances, provide advice and solutions based on their needs and objectives. Collaborate with partners to provide comprehensive client services eg. wealth and investment planning, insurance, mortgage and estate planning, wills and trusts, and so forth. Develop and execute strategic sales plans to achieve sales targets and expand our customer base. Follow up with clients constantly to re-evaluate their current condition and future objectives. Maintaining relationships with existing clients and key accounts Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends. Prepare and conduct sales presentations and proposals to prospective clients. Successfully negotiate contracts and agreements with clients. What you need to have: Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications Singaporean or PR Business acumen & strong negotiation skills People management skills with excellent initiatives Team player, proactive and collaborative Self-motivated personality and positive attitude Strong communication and interpersonal skills Mature and willingness to learn No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all If you believe in yourself, we would love to meet you Tell employers what skills you have NegotiationMarket ResearchManagement SkillsInvestment AdvisoryWillsStructured ProductsCustomerfacingInterpersonal SkillsBusiness AcumenWealthFinancial MarketsRetail BankingEstate PlanningTeam PlayerPeople ManagementCustomer Service Experience
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Salaried Wealth Advisor
6 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
7 days 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
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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Investment Advisor, Wealth Management
2 weeks ago
Singapore Standard Chartered Singapore Full timeJoin to apply for the Investment Advisor, Wealth Management role at Standard Chartered Singapore Job Summary Deliver investment advice that meets client's financial objectives and needs profile. Preferable with at least 3+ years experience in wealth advisory field. Key Responsibilities Partner with the Priority Banking Relationship Manager (onshore market)...
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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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Singapore Randstad Singapore Full timeInvestment Advisor, Private Wealth Management – Randstad Singapore Join to apply for the Investment Advisor, Private Wealth Management role at Randstad Singapore . This range is provided by Randstad Singapore. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more. Responsibilities Work with Relationship...
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Investment and Risk Specialist
10 hours ago
Singapore Advisor Alliance Group Full timeCompany Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...
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Investment Advisor
1 week ago
Singapore Citi Full timeThe Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced...
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Private Wealth Director
2 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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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...
