Investment and Wealth Manager

14 hours ago

Singapore Sum Capital Partners Pte Ltd Full time

At Sum Capital Partners , we are builders. From private equity to lifestyle brands, we grow companies that create lasting value. Our ecosystem spans multiple industries, giving us a unique advantage on how wealth is created, preserved, and multiplied. Prestige Advisors is our dedicated wealth and investment arm. We exist to give clients access to the same clarity, structure, and investment opportunities that drive institutional and private equity portfolios. This is not a sales agency — this is where real wealth management meets real investment practice. We are looking for ambitious Wealth & Investment Managers who want to operate at a higher level than traditional financial planners — professionals who want to advise clients with the credibility of a private equity platform behind them. What You'll Learn & Do At Prestige, you'll be taught the core skill sets that matter in investment management : How to analyze markets and economic trends with a private equity lens — identifying where capital is flowing, what drives valuation shifts, and how macro forces translate into opportunity and risk. How to design, build, and manage a multi-asset portfolio across equities, fixed income, alternatives, real estate, and protective structures — balancing return potential with downside resilience. How to manage client assets, relationships, and trust with the discipline and transparency of an institutional investor, while delivering personalized strategies that align with long-term goals. How to work with and leverage insights and strategies from global investment partners such as BlackRock, Schroders, and Fidelity — learning to interpret fund strategies, performance drivers, and institutional frameworks. How to conduct financial planning and risk profiling for individuals and families, integrating wealth accumulation, protection, and legacy planning into one cohesive strategy. How to use data-driven tools and behavioral insights to guide client decisions, improve retention, and deliver measurable outcomes. How to translate complex investment ideas into clear, confident advice — becoming the trusted voice clients turn to through every market cycle. You'll sit at the intersection of client strategy and market execution , building long‐term partnerships that go beyond policies or products. What We're Looking For Ambitious individuals who want to build a career in investments and wealth , not just sell. Curiosity about markets, capital, and how businesses grow. Strong interpersonal skills with the ability to build trust and credibility. Experience in finance, banking, or advisory is welcome, but what matters most is mindset and drive. Why Join Prestige Work under the Prestige Advisors brand , with the strength of Sum Capital's private equity ecosystem behind you. Gain hands‐on training in investment analysis and portfolio management. Access to institutional‐grade insights and global fund managers. Competitive base + performance incentives aligned with long‐term client outcomes . Be part of a group that is not just managing money — but actively building and scaling companies across industries . #J-18808-Ljbffr

  • APEX INVESTMENT WEALTH MANAGER

    13 hours ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Job Description: APEX Investment Wealth Manager and 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 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...

  • Assistant Wealth Manager

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    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 the Executive Wealth...

  • Wealth Managers

    2 weeks ago

    Singapore Wealth Asia LLP Full time

    Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

  • Junior Wealth Executive

    2 weeks ago

    Singapore Wealth Asia Full time $40,000 - $60,000 per year

    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 & SupportProvide direct administrative and analytical support to the Executive Wealth...

  • Wealth Managers

    2 weeks ago

    Singapore Wealth Asia LLP Full time

    Description Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...

  • Junior Wealth Executive

    7 days ago

    Singapore WEALTH ASIA LLP Full time

    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 the Executive...

  • Wealth Management Associate

    4 days ago

    Singapore ASPIRE WEALTH CONSULTANCY Full time

    **Job Scope**: - Expand business contact and increase client base for company. - Perform financial needs analysis and value add to client’s objective. - Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum. - Handle client’s investment portfolios and update market movement. - Develop...

  • Investment Advisor, Wealth Management

    6 days ago

    Singapore Standard Chartered Singapore Full time

    Join 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)...

  • Investment Advisor, Wealth Management

    6 days ago

    Singapore Standard Chartered Full time

    Area of interest: Private Banking & Wealth Management 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) to provide timely and relevant investment advisory...

  • American Wealth Planner, Cfp, Ea

    2 weeks ago

    Singapore AVRIO WEALTH PTE. LTD. Full time

    Avrio Wealth offers investment management and wealth planning to global families who require an international perspective including US taxpayers. Our belief is that client relationships begin with a wealth plan. Through wealth planning we create long term relationships with our clients and help guide them through their wealth journey. Avrio is seeking an...