Wealth Manager: Tailored Financial Solutions

A leading HR consultancy in Singapore is seeking a Wealth Manager to understand customer needs and provide tailored financial solutions. Key responsibilities include managing client accounts, developing financial strategies, and servicing existing customers. The ideal candidate will have an A Level or Local Polytechnic Diploma, and entry-level applicants...

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! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

A financial advisory firm in Singapore is seeking an experienced Estate Solutions Assistant Consultant. In this role, you will provide expert advice on wealth and estate planning, evaluate client objectives, and develop tailored strategies. The ideal candidate will have strong analytical skills and the ability to maintain long-term client relationships. This...

This 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...

In 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...

**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...

About the role Join our dynamic team as a Financial Consultant (New Consultants) at Titans Private Wealth. This is a full-time role based in the Downtown Core Central Region. As a Financial Consultant, you will play a crucial part in helping our clients achieve their financial goals through personalized wealth management strategies and solutions. What you'll...

We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning.Key ResponsibilitiesConduct in-depth discussions with clients to understand their financial objectives, risk profile, and long-term goals.Evaluate existing assets and liabilities to formulate a comprehensive solution...

About the Role We 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...

Established in March 2011, Great Eastern Financial Advisers (GEFA) is Singapore's largest financial advisory firm, comprising over 700 financial consultants. GEFA uniquely combines the strengths of a major insurance provider and a financial advisory firm, benefiting from its position as a wholly owned subsidiary of Great Eastern Holdings and part of the OCBC...