Achieve Financial Goals as a Wealth Manager

Job DescriptionYou will participate in wealth management activities, including sales and marketing efforts, and receive training on wealth management techniques. Your job requires maintaining good communication with customers and providing excellent customer service.Your role contributes to the overall sales team efforts and helps achieve sales targets. You...

Roles & Responsibilities 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...

Roles & ResponsibilitiesDo 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 youIn this exciting role, you will play a...

Financial Advisor OpportunityWe are seeking an experienced and qualified Financial Advisor to join our team in Singapore.This role is a chance to work with a leading wealth management firm, providing expert financial advice to clients and helping them achieve their financial goals.The successful candidate will be responsible for building and maintaining...

Roles & Responsibilities You will participate in wealth management, sales and marketing activities, and receiving training on 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...

**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...

Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

Unlock Your Potential as a Wealth AdvisorWe are seeking ambitious and curious individuals to join our team in this exciting career opportunity.No prior experience is required, as we provide comprehensive training to help you develop the skills and expertise needed to succeed in this role.Our ideal candidate is someone who:Is eager to learn about the finance...

Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Valiant Wealth Advisory is a new start-up Financial Advisory and part of...