Wealth Investment Advisor
1 hour ago
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. Conduct sales and meet sales targets. 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#J-18808-Ljbffr
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Salaried Wealth Advisor
1 week 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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Wealth Advisor
7 days ago
Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time**Roles & Responsibilities**: - For Wealth Advisor (Investments) role, you will provide Unit Trust advisory support to Relationship Managers (RMs). - For Wealth Advisor (Bancassurance) role, you will provide advisory services on Universal Life and other suitable Premier Bancassurance products. - Provide portfolio advisory support to Relationship Managers...
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Salaried Wealth Advisor
3 days 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 Investment Advisor
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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)...
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Investment and Risk Specialist
2 weeks 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, Private Wealth Management
2 weeks ago
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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Client Investment Advisor
1 day ago
Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time**Job Description & Requirements**: Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the...
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Wealth Advisor
7 days ago
Singapore Mercor Full time $120,000 - $240,000 per yearMercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We're seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients...
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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...
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Wealth Manager
2 weeks 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)...