Personal Wealth Manager

6 days ago

Central Singapore Emprego SG Full time

**Location**

Singapore, Central Singapore

**Job Type**

Permanent

**Salary**

$3,000 - $4,500 Per Month

**Date Posted**

57 minutes ago

Additional Details

**Job ID**

11936

**Job Views**

1

**Job Description**:
Roles & Responsibilities
- Perform Account Servicing duties, provide insurance broking advice and placement for clients
- Liaise with clients to understand insurance needs and advise them accordingly
- Obtain relevant underwriting information from client for submission to underwriters
- Review rates, terms and conditions of quoted insurances and advise clients accordingly
- Monitor client accounts and ensure outstanding payments are collected
- Renew clients' expiring policies when applicable
- Undertake relevant training and examinations as necessary to carry out job duties

**Requirements**:

- Minimum Diploma and possess PGI, BCP, ComGI certificates and/or other related insurance ceritficates
- Team Player
- Motivated and good in communication
- At least 2 years experience in Insurance/Financial products

EA License No.: 13C6305

Registration No.: R1872398

Tags

personal

wealth

manager

  • Wealth Manager

    2 weeks ago

    Central Region, Singapore Titans Private Wealth Full time $80,000 - $120,000 per year

    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 the...

  • Wealth Managers

    2 weeks ago

    Central Region, Singapore Wealth Asia LLP Full time $80,000 - $120,000 per year

    Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client.Responsibilities:Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

  • Personal Wealth Manager

    1 week ago

    Singapore HSBC Full time

    **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Managing Director

    4 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    4 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Wealth Manager

    2 days ago

    Singapore Wealth Asia LLP Full time

    Overview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...

  • Personal Wealth Manager

    1 week ago

    Singapore HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Wealth Management Specialist

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Wealth Management Internship

    2 weeks ago

    Central Region, Singapore Gary Tay Wealth Full time $42,000 - $90,000 per year

    CompanyGary Tay WealthDesignationWealth Management InternshipDate Listed17 Jun 2025Job TypeEntry Level / Junior ExecutiveFull/PermFree/ProjIntern/TSJob PeriodFlexible Start - Flexible EndProfessionInsuranceIndustryInsuranceLocation Name371 Alexandra Road, SingaporeWork from HomeAddress371 Alexandra Rd, Singapore 159963MapAllowance / Remuneration$1,400 -...

  • Private Wealth Director

    7 days ago

    Singapore Prestige Wealth Full time

    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...