Wealth Manager
2 days ago
Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?If you are looking for a new setup with system and structure in place to success, or a change of new environment to bring your passion into the next career, find out moreSounds like a dream career? Then you'll fit right in at Atlas Advisors Group. We believe in making a difference in this career path. It's not just another job. We are looking for creative minds focusing on innovation, strong learner and the ability in client management. Our top associates are among the industry top earners, their income range from $150,000 to a $500,000 dollars per annul. We work with over 46 insurers partnership to provide comprehensive planning for clienteles. Coaching and training in terms of Marketing, Clients Engagement and innovative leads generation provided. Fast track career progression for management role. Sounds rewarding? Join us todayOpening Positions Wealth Manager (Junior and Mid-Level)Team Leader (Mid-Level with experience)Sales Management Trainee General Insurance Broker (Part-time available)Job Responsibilities Providing Financial Portfolio Advisory with over 40 insurers partnership. HNW and Private Client Wealth Asset Management. Business Strategies, Will-Writing, Trust and Estate Planning Group and Company Employee Benefits Increase and Manage Investment AUM with strong Investment Knowledge. Risk Management and Wealth Preservation. B2C and B2B collaboration. Creative mind in Marketing and Social Media knowledge is a plus. Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)Job Requirements Candidate must possess at least a Diploma, Advanced / Higher / Graduate Diploma, bachelor's degree, Post Graduate Diploma or Professional Degree in any field. Applicants should be Singaporean citizens or PR. Experienced sales / advisory experience with the banks and the insurance companies will have added advantage. Benefits Attractive high package for bankers and experienced candidates. Start-Up Income schemes available for qualified candidates. Performance-based incentives such as allowance, commission and overseas trips. Over 10 overseas incentives trips to be hit every year. Yearly Performance Bonus. Industry and company recognition, e.g. Million Dollar Round Table Award Continuous professional development through a comprehensive training and development program Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates. To join us and make a real difference, send in your resume to We regret that only shortlisted candidates will be notified. #J-18808-Ljbffr
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Wealth Management Specialist
1 week ago
Singapore WEALTH ASIA LLP Full time**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 play a vital role by...
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Assistant Wealth Manager
2 weeks ago
Singapore WEALTH ASIA LLP Full timeThis 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...
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Wealth Management Specialist
4 days ago
Singapore WEALTH ASIA LLP Full timeIn this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...
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Wealth Management Internship
2 days ago
Singapore Brian Chok's Wealth Management Full timeCompany Brian Chok's Wealth Management Designation Wealth Management Internship Date Listed 05 Nov 2024 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 09 Dec 2024 - 20 Dec 2024 Profession Banking / Finance Industry Finance Location Name 101 Thomson Road, Singapore Address 101 Thomson Rd, Singapore 307591 Map Allowance / Remuneration $500...
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Wealth Manager
4 days ago
Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time**Wealth Manager**: **Reports To**: Director **Job Overview**: The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...
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Apex Wealth Manager
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeWe provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...
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Wealth Management Associate
5 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...
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American Wealth Planner, Cfp, Ea
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Singapore AVRIO WEALTH PTE. LTD. Full timeAvrio 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...
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Salaried Wealth Advisor
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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 Investment Advisor
2 weeks ago
Singapore WEALTH ASIA LLP Full timeWe 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...