Associate - Wealth Strategy and Management

6 days ago


Outram, Singapore Agrace Pte Ltd. Full time

Associate - Wealth Strategy and Management (University Undergraduates)

Are you an ambitious university undergraduate eager to gain experience in the financial sector while enjoying time flexibility around your studies? Join us as an Associate - Wealth Strategy and Management, where you’ll work with clients to develop tailored strategies for wealth growth and financial security using advanced financial tools. This role offers the perfect balance of professional growth and flexible scheduling.

Why This Role is Ideal for You:

- Time Flexibility: With a commitment of just one day per week for coaching and training, this role allows you to grow your career without compromising your studies.
- Skill Development: Gain hands-on experience with Fintech tools and strategies that enable you to make a meaningful impact on clients’ financial decisions.
- Career Growth Potential: High-performing individuals may be considered for leadership roles, providing a clear trajectory for career advancement including Agency Leader positions.

Key Responsibilities:

- Business Growth: Support the development and execution of strategies to expand your client portfolio.
- Wealth Planning: Use advanced financial tools to analyze client needs and offer customized strategies for wealth accumulation and protection.
- Client Management: Build strong, lasting relationships by offering personalized insights and ensuring clients’ financial plans remain aligned with their evolving goals.
- Portfolio Monitoring: Conduct regular reviews to ensure clients’ wealth strategies stay on track.

Who We’re Looking For:

- University Undergraduates (aged 21 and above), currently enrolled in a local university.
- Passionate about a long-term career in wealth strategy and financial planning.
- Proactive and detail-oriented, with a strong interest in financial analysis and market trends.

Qualifications:

- Minimum GCE A’ Level or Diploma from a recognized polytechnic.
- CMFAS certifications (M5, M9, M9A, HI) are advantageous but not required.

**Job Types**: Full-time, Part-time, Permanent, Temporary, Internship, Fresh graduate, Freelance, Student job

Pay: $1,000.00 - $2,000.00 per month

Expected hours: No less than 2 per week

Work Location: Hybrid remote in Singapore 069542


  • Wealth Manager

    6 days ago


    Outram, Singapore Affinity Channel Full time

    If you are a people person and have the hunger to succeed, we want you! Our ever-growing team is on the lookout for vibrant & motivated individuals who possess great communication and problem-solving skills to provide corporate finance advisory and strategic solutions for our clients. As a Wealth Manager, your job is to offer comprehensive and holistic...

  • Wealth Manager

    3 days ago


    Outram, Singapore professional investment advisory services Full time

    This is a full-time hybrid role as a Financial Services Consultant at PIAS, based in Singapore with some work from home flexibility. The Financial Services Consultant will be responsible for providing financial advisory services, consulting with clients on investment opportunities, and recommending insurance solutions. The role involves analysing financial...


  • Outram, Singapore TRIBE GLOBAL SEARCH Full time

    **Principal / Associate Partner - Digital Strategy / Technology / FSI - SINGAPORE / KL / JKT / BKK** **$$ Top of Market $$** Our client is a Top Tier Strategy Consulting firm who are renowned for their cutting-edge Technology Practice. You will work alongside their Digital Strategy and traditional Strategy Practices, increasing their deep Tech. capability...


  • Outram, Singapore ENDOW.US PTE. LTD. Full time

    3 years exp **Roles & Responsibilities** **Background and role** - Aiding the Chief Investment Officer (former CEO & CIO of Morgan Stanley Investment Management Asia) & Head of Investments (former Platform Head of Fee-based products at Morgan Stanley Private Wealth Management Asia) in working for the Endowus Investment Office. - For the investment analyst...


  • Outram, Singapore SG United Consulting Pte Ltd Full time

    Looking for like-minded and independent-working individuals to join our team! Fresh Graduates, entry-level, or people keen on a career switch are welcomed as well. Semi-remote working opportunities are included. This role is client-facing. Experience is not required as we do provide comprehensive training to better aid your responsibilities. Examples of...


  • Outram, Singapore IAM Advisory Group Pte Ltd - Ng Bo Han Organisation Full time

    Are you a talented and ambitious individual looking to kick-start your career in the financial services industry? Do you have aspirations to become a leader and make a significant impact in the field? If so, we have an exclusive opportunity for you to join our prestigious Management Associate Program as a Financial Consultant and become one of the five key...

  • Business Associates

    6 days ago


    Outram, Singapore JCO Management Pte Ltd Full time $200 - $3,500 per year

    Why Join Us?Embark on a rewarding career that empowers you to take ownership of your personal and professional growth. Gain valuable guidance from experienced mentors as you explore your potential income opportunities and long-term career pathway. Benefit from a positive environment that promotes a healthy work-life balance, while being part of a supportive,...

  • Business Associates

    7 days ago


    Outram, Singapore JCO Management Pte Ltd Full time $25,000 - $135,000 per year

    Join us as a Business AssociateLove working with people, building relationships, and growing your career? This role gives you the chance to do all that — plus enjoy competitive pay, performance incentives, structured training, and flexible schedules.ResponsibilitiesEngage and build strong relationships with clientsUnderstand client goals and provide...


  • Outram, Singapore JCO Management Pte Ltd Full time $30,000 - $42,000 per year

    We are looking for a proactive Client Engagement Associate to support sales activities, strengthen client relationships and assist in business growth.ResponsibilitiesReach out to new and existing clients to understand their needsAssist in preparing proposals, presentations and follow-upsCoordinate client meetings and maintain engagement recordsSupport sales...


  • Outram, Singapore SingHealth Group Full time $90,000 - $120,000 per year

    As a Senior/Manager, you will drive organisational transformation and develop change management strategies across SingHealth. You will be involved in leading strategic projects and collaborating with diverse stakeholders throughout the organisation. Your key responsibilities include: Strategy and Project Management: Leading and managing end-to-end project...