Wealth Management Specialist

3 days ago


Queenstown, Singapore United Partners Full time

**Responsibilities**:

- **Client Relationships**:

- Develop and maintain strong relationships with clients, understanding their financial goals and needs.
- Provide personalized financial advice and guidance.
- Educate clients on various financial products and strategies.
- **Financial Planning**:

- Create comprehensive financial plans for clients, including retirement planning, investment strategies, and risk management.
- Analyze client financial situations and identify opportunities for growth.
- **Investment Management**:

- Manage client investments, including portfolio selection, rebalancing, and monitoring.
- Stay up-to-date on market trends and investment opportunities.
- **Compliance**:

- Ensure compliance with all relevant regulations and industry standards.
- Maintain accurate client records and documentation.

**Qualifications**:

- Diploma in any field.
- Sales experience preferred.
- Excellent communication and interpersonal skills.
- Ability to build and maintain strong client relationships.
- Problem-solving and analytical skills.

**Benefits**:

- Competitive salary and commission structure
- Comprehensive benefits package
- Opportunities for professional development
- Supportive and collaborative work environment

If you are a highly motivated and results-oriented individual looking to join a growing team, please submit your resume and cover letter.

**Job Types**: Full-time, Internship

Pay: From $4,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Work Location: In person


  • Management Trainee

    1 week ago


    Queenstown, Singapore Infinity Assurance Management Full time

    At iAM, your success is our testament! Our organisation is not your usual run-of-the-mill organisation where you are solely valued based your results. We believe in people development and our organisational culture is centred around the motto: “If you do what you love, you'll never work a day in your life." This is an opportunity to be part of one of the...

  • Management Trainee

    2 days ago


    Queenstown, Singapore Infinity Assurance Management Full time

    At iAM, your success is our testament! Our organisation is not your usual run-of-the-mill organisation where you are solely valued based your results. We believe in people development and our organisational culture is centred around the motto: “If you do what you love, you'll never work a day in your life." This is an opportunity to be part of one of the...

  • Relationship Manager

    2 weeks ago


    Queenstown, Singapore Adept Business Consultancy Pte Ltd Full time

    **Job description** **Wealth Management Advisory**: **Key Responsibilities**: - Provide personalized wealth management strategies, focusing on investment portfolios (equities, bonds, funds, etc.), estate planning, and asset protection. - Build and manage relationships with high-net-worth individuals to grow and protect their wealth through various...

  • Wealth Manager

    2 weeks ago


    Queenstown, Singapore FAMG Full time

    **Wealth Manager** **About Us** - Our company is an indirect wholly-owned subsidiary of a UK-based financial company. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Savings and Investment. We are one of the market leaders with S$31.5 billion in funds under...


  • Queenstown, Singapore Creatives Dot Full time

    **The Wealth Management Discovery: 10-Day Internship** Thinking of how to spend this summer break? Join our 10 Days Wealth Management Internship specially tailored to provide undergraduates with hands-on experience. By the end of this Internship, you’ll have a sharpened understanding of financial markets and a competitive edge that sets you...


  • Queenstown, Singapore Creatives Dot Full time

    **The Wealth Management Discovery: 10-Day Internship** Looking to make the most of your summer break? Join our **10-Day Wealth Management Internship**, designed to give undergraduates a practical and enriching experience in the world of finance. Gain real-world exposure, build valuable skills, and walk away with insights that give you a competitive edge in...


  • Queenstown, Singapore United Partners Full time

    Looking to break out of the 9-5? Join us on a flexible yet rewarding career We welcome polytechnic graduates, university undergrads and fresh grads! **Qualifications**: - Diploma or Degree in any field or equivalent - NO prior experience required - Penultimate or final year of university **Why join us?** - Competitive remuneration - Flexible schedule -...


  • Queenstown, Singapore United Partners Full time $72,000 per year

    Looking to break out of the 9-5? Join us on a flexible yet rewarding careerWe welcome polytechnic graduates, university undergrads and fresh gradsQualifications:Diploma or Degree in any field or equivalentNO prior experience requiredPenultimate or final year of universityWhy join us?Competitive remunerationFlexible schedule - allows undergrads time to focus...

  • Wealth Advisor

    1 week ago


    Queenstown, Singapore IAM Full time

    **Scope of work** - Provide advice and guidance to clients on how to grow and manage their wealth. - Research and gain insight into all aspects of the financial sector and its operations. - Familiar different areas of finance and how they interact with each other. - Communicate and work in teams to explore opportunities for company growth. - Provide analysis...


  • Queenstown, Singapore ZML Consultancy Full time $48,000 per year

    Kickstart Your Career in Wealth ManagementJoin us as an Investment Management Trainee and gain hands-on exposure to top global fund houses like JP Morgan, Allianz, Schroders, and Eastspring. This is your chance to learn, grow, and build a future as a licensed investment specialist.What You'll Do:Support client engagement and portfolio planning...