Wealth Advisor
23 hours ago
Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship-building skills with a client-first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. CFP, CFA, CPA, or MBA preferred. Why Join Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. Work remotely with a global team transforming wealth management through AI and analytics. Partner with innovative professionals across finance, data, and technology. Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. Build enduring client relationships with a focus on holistic, long-term financial success.
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Salaried Wealth Advisor
3 days ago
Singapore iHarvest Wealth Management Full time $45,000 - $60,000 per yearAbout the RoleWe 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...
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Salaried Wealth Advisor
2 weeks ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout 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...
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Salaried Wealth Advisor
1 week ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout 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...
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Salaried Wealth Advisor
1 week ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time**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...
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Private Wealth Director
6 days ago
Singapore Prestige Wealth Full timePosition 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...
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Wealth Management Advisor
6 days ago
Singapore Representing Something Full timeDescription Financial Services Manager @ HSBC | Master Fund Advisor (MFA) Company Description HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and...
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Wealth Management Advisor
6 days ago
Singapore Representing Something Full timeFinancial Services Manager @ HSBC | Master Fund Advisor (MFA)Company Description HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and...
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Wealth Management Advisor
6 days ago
Singapore Representing Something Full timeDescription Financial Services Manager @ HSBC | Master Fund Advisor (MFA)Company Description HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and...
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Wealth Manager
4 days ago
Singapore DH Wealth Management Pte Ltd Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Wealth Manager
4 days ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
