Investment Advisor, Wealth Management
3 days ago
JOB SUMMARY Job Purpose 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 services given client's financial objectives and needs profile Utilise in-house advisory platforms to deliver holistic investment advisory to clients Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration Provide training to RMs on portfolio construction and proposals, product and system knowledge Regulatory & Business Conduct Display exemplary conduct and live by the Group's Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered
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Salaried Wealth Advisor
4 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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Investment Advisor, Wealth Management
3 days ago
Singapore Standard Chartered Singapore Full timeJoin 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)...
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APEX INVESTMENT WEALTH MANAGER
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJob 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...
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Relationship Manager
2 days ago
Singapore ProVision Wealth Advisor Full time $48,000 - $80,000 per yearJob Description:We're looking for driven individuals to join our team as Relationship Manager / Financial Consultants. 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...
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Client Investment Advisor
1 week 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 Managers
1 week ago
Singapore Wealth Asia LLP Full timeWork 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...
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Wealth Managers
1 week ago
Singapore Wealth Asia LLP Full timeDescription 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,...
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Financial Consultant
2 days ago
Singapore ProVision Wealth Advisor Full time $40,000 - $60,000 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...
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Client Relationship Executive
2 weeks ago
Singapore ProVision Wealth Advisor Full time $40,000 - $60,000 per yearJob Description:We're looking for driven individuals to join our team as Client Relationship Executive / Financial Consultants. 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'...
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Investment Advisor, Wealth Management
3 days ago
Singapore Standard Chartered Full timeArea 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...