Wealth Manager
14 hours ago
Overview 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 experience in supporting our expansion strategies. Key Responsibilities Developing a wealth and sales strategy focused on financial revenue and customer satisfaction Promote the company’s wealth products/services addressing or predicting clients’ financial and investment objectives Driving sales and arranging business development meetings with prospective client Conduct research to identify new markets and customer needs Arrange business development meetings with prospective clients Prepare sales contracts ensuring adherence to law-established rules and guidelines Maintain client relationships and after-service support Build long-term relationships with new and existing customers Qualifications Local Diploma or Full GCE ‘A’ level and above Singapore Citizens & Singapore PRs only Proficiency in Microsoft Office. Strong communication skills and outgoing personality. Benefits Opportunity to learn from experienced professionals in managing a wide spectrum of wealth products. Exposure to real-world business scenarios. Hands-on experience in sales and business development. Networking opportunities within the company and external stakeholders. Hybrid and Flexible working environment open for discussion High allowance + commission. No prior experience required. #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 days 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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Assistant Wealth Manager
4 days 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 Intern
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
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Junior Wealth Executive
1 week ago
Singapore Wealth Asia Full time $40,000 - $60,000 per yearThis 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...
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Junior Wealth Executive
1 week 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...
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Wealth Advisory Intern
4 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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Apex Wealth Manager
2 weeks 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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American Wealth Planner, Cfp, Ea
2 weeks ago
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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Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...
