
Wealth Consultant
5 days ago
We're looking for a client-focused Wealth Manager to join our advisory team. You'll guide clients through financial decisions, build strong relationships, and create tailored plans based on their goals and needs.
What You'll Do:
- Create customized financial plans for clients based on their goals and risk profile
- Conduct financial reviews and offer clear, actionable advice
- Build long-term client relationships through regular check-ins and support
- Stay updated on market trends and financial strategies
- Help grow our client base through planning-led engagement
- Competitive salary + performance bonuses
- Fast-track career growth opportunities
- 3-month intensive training program
- Exam support and allowances
- Continuous learning and professional development
- Diploma or Degree in any field (local polytechnic or university)
- Good communication and presentation skills
- High integrity, self-driven, and results-oriented
- Positive and resilient personality
- Open to fresh grads , career switchers , or experienced advisors
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Wealth Management Consultant
2 weeks ago
Singapore CO Wealth Advisory Full time**Job Highlights** - Flexible working hours / Strive for work life balance - 1-1 Mentorship with experienced Leader - Training will be provided - Excellent learning platform on financial portfolio management - Career advancement to managerial/consulting position **Responsibilities**: - Acquire and manage a pool of clients’ insurance portfolios - Build...
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Wealth Manager
7 days ago
Singapore Wealth Asia LLP Full timeOverview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...
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Wealth Advisory Intern
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...
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Wealth Advisory Intern
1 week ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities As a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...
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Presales Consultant
1 week ago
Singapore Wealth Dynamix Full time**Pre Sales Consultant - Fintech - Private Banking** **Pre Sales Consultant** wanted as our team is growing fast! Company: Wealth Dynamix Role: Pre Sales Consultant Location: Singapore Start Date: Dec 24 **Who are we?** - Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative...
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Wealth Consultant
2 weeks ago
Singapore The Financial Assembly Pte Ltd Full time**Join Us as a Wealth Consultant Build Wealth, Empower Lives, Grow Your Career!** **Why Youll Love Working With Us** - **Attractive Salary + Performance-Based Incentives** Your success directly impacts your income. - **Fast-Track Career Growth** High performers move up quickly with clear advancement pathways. - **3-Month Intensive Training Program** No...
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Wealth Consultant
5 days ago
Singapore The Financial Assembly Pte Ltd Full timeJoin Us as a Wealth Consultant – Build Wealth, Empower Lives, Grow Your Career Why You'll Love Working With Us Attractive Salary + Performance-Based Incentives – Your success directly impacts your income. Fast-Track Career Growth – High performers move up quickly with clear advancement pathways. 3-Month Intensive Training Program – No...
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Corporate Solutions Consultant
24 hours ago
Singapore CO Wealth Advisory Full timeCompany CO Wealth Advisory Designation Corporate Solutions Consultant (B2B) Date Listed 26 Sep 2024 Job Type Entry Level / Junior Executive - Full/PermPart/Temp Job Period Flexible Start, Permanent Profession Insurance Industry Insurance Location Name 371 Alexandra Road, Singapore Address 371 Alexandra Rd, Singapore 159963 Map Allowance /...
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Wealth Management Consultant
1 week ago
Singapore J MARKETING Full timeRoles & Responsibilities We're looking for future-focused individuals who want to build a meaningful career at the intersection of finance and leadership. This role is ideal for those who are not only interested in mastering financial strategies, but also in developing the capabilities to lead, manage, and scale teams in a dynamic, fast-evolving...
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Financial Consultant
1 week ago
Singapore ProVision Wealth Advisor Full time $700 - $10,000 per yearJob Description:We're looking for driven individuals to join our team as Financial Consultants / Management Trainees. 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...