Wealth Management Associate

2 days ago

Singapore ASPIRE WEALTH CONSULTANCY Full time

**Job Scope**:

- Expand business contact and increase client base for company.
- Perform financial needs analysis and value add to client’s objective.
- Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.
- Handle client’s investment portfolios and update market movement.
- Develop relationships with prospective clients in order to expand the business.
- Attend investment talks monthly (Fully paid by company).
- Training to lead a team of trainee after 1 year of training.
- Organize and invite clients for investment events.
- Keeping abreast of current events, critical issues, and relevant news.

**Remuneration Package & Benefits**:

- Fast track career progression.
- Uncapped remuneration to be achieved.
- Career development training will be provided.
- Monthly investment training by renowned fund houses.
- All training fees paid by company.

**Requirements**:

- Polytechnic Diploma or Degree in any field.
- Strong communication and networking skills.
- Ability to organise and track overlapping tasks and assignments, with frequent priority changes.
- Entry-level applicants are welcome.
- Able to start on a short notice.

  • Wealth Manager

    5 days ago

    Singapore Titans Private Wealth Full time

    Wealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager . You will be provided with training across...

  • Wealth Management Associate

    7 days ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Wealth Management Associate Get a head start to achieving financial independence by being your own boss Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost. Join the dynamic team at CO Wealth...

  • Wealth Management Associate

    2 days ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Wealth Management Associate Get a head start to achieving financial independence by being your own bossWhy get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost. Join the dynamic team at CO Wealth...

  • Wealth Management Associate

    2 weeks ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

  • Wealth Management Associate

    2 days ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Wealth Management Associate Get a head start to achieving financial independence by being your own boss Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost. Join the dynamic team at CO Wealth...

  • Apex Wealth Management Internship

    6 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and management•...

  • Apex Wealth Manager

    7 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    We 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...

  • Associate, Wealth Management Solutions

    3 days ago

    Singapore Ares Management Corporation Full time

    Associate, Wealth Management Solutions - Singapore **Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment,...

  • Wealth Management Specialist

    6 days 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...

  • Wealth Management Specialist

    7 days 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...