Associate Wealth Manager

1 week ago

Downtown Tanjong Pagar, Singapore Invictus Advisory Pte Ltd Full time $60,000 - $120,000 per year
About Us

Summit Planner Invictus, representing Manulife Financial Advisers, is a Singapore-based financial advisory firm known for delivering quality advice and professional services.

We prioritise our clients' needs, offering sound, personalised strategies to help them achieve their financial goals. With access to a wide range of insurance, investment, and retirement solutions from Manulife and other trusted partners, we provide clients with comprehensive financial planning backed by strong governance and financial strength.

Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS), and is backed by Manulife Singapore, a leading Canadian-based financial services group.


Role Description

This is a full-time, hybrid role based in Singapore. As a Wealth Manager, you will provide tailored financial planning, manage client investments, and offer insurance solutions to help clients reach their goals.

Your responsibilities include:

  • Assessing clients' financial situations and developing personalised strategies.
  • Managing investment portfolios and recommending suitable solutions.
  • Maintaining a strong understanding of market trends and regulatory requirements.
  • Building long-term, trust-based relationships with clients.

What We're Looking For
  • Strong financial planning and investment management skills.
  • Excellent communication and interpersonal abilities.
  • Analytical and problem-solving mindset.
  • Able to work independently in a hybrid environment.
  • Prior experience in the financial industry is a plus.

Qualifications
  • CMFAS RES5, M9, M9A, and HI preferred — having them is ideal, but training will be provided for the right candidate.
  • Bachelor's degree or Diploma.
  • Strong organisational and time management skills.
  • Proficient in Microsoft Office and relevant software.
  • Compliance-minded, with knowledge of regulatory frameworks.
  • Professional certifications (e.g. CFA, CFP, CPWA) are a plus.
  • Multilingual abilities are advantageous.

Why Join Us
  • Backing of a globally recognised financial brand.
  • Structured training and professional development.
  • Hybrid work flexibility.
  • Opportunities to work with high-net-worth clients.
  • Clear career growth pathways.

Apply now to build a rewarding career with a trusted financial advisory firm.

  • Associate/Senior Associate, Lending

    2 weeks ago

    Downtown Tanjong Pagar, Singapore Metacomp Full time $90,000 - $120,000 per year

    Min. 3 years' experience in lending, risk management, or financial product operations with knowledge of credit risk assessment, margining, and collateral management.Proficient in Microsoft Office (Excel, PowerPoint, Word); ability to conduct data analysis and reporting preferred.Familiarity with blockchain and digital asset products is an advantage.We are...

  • Wealth Management

    1 week ago

    Downtown Core, Singapore JPMorganChase Full time

    **JOB DESCRIPTION** Thrive as an Associate in Market Supervisory Management at J.P. Morgan, aiding in diverse tasks in a dynamic setting. As an Associate within the Wealth Management (Private Bank) - Market Supervisory Management team, you will be responsible for providing 1st level control and oversight of the investment business and working closely with a...

  • Wealth Management Associate

    7 days ago

    Downtown Core, Singapore HSBC Life Full time

    Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? (T&C applies. Refer to job requirement) **Job scope**: - Assist clients in their financial goals through risk & asset management solutions - Regular review and updates clients on their investment portfolios - Estate planning for high net...

  • Management Associate

    3 days ago

    Tanjong Pagar, Singapore boxgreen Full time

    **Boxgreen's Management Associate Program**: Are you passionate about start-ups and desire to create an impact in your workplace & community? If you are a determined individual who has a passion for problem-solving, building relationships with clients and stakeholders, as well as building up new ideas from scratch, we want you! We are looking for a keen...

  • Marketing Executive

    1 week ago

    Downtown Tanjong Pagar, Singapore PIAS Full time $60,000 - $120,000 per year

    Job Description: Marketing ExecutiveLocation: SingaporeEmployment Type: Full-timeSalary: Basic $2,800 – $3,500 per month + Sales Bonus $1,000 – $2,000 (if meet KPI)Company: Professional Investment Advisory Services (PIAS)About PIASEstablished in 2001 and licensed by the Monetary Authority of Singapore (MAS), Professional Investment Advisory Services Pte...

  • Wealth Management, Banker Associate for South East Asia Market, Based in Singapore

    1 week ago

    Downtown Core, Singapore JPMorganChase Full time

    **JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...

  • Business Associate

    2 weeks ago

    Downtown Tanjong Pagar, Singapore Private Advertiser Full time $13,200 - $39,600 per year

    About the RoleWe're looking for a motivated and versatile Business Associate to join our Singapore team. You'll support various business functions including client engagement, sales and marketing initiatives to help drive growth and operational efficiency.What you'll be doingAssist with day-to-day business operations and administrative tasksSupport client...

  • Expatriates Wealth Manager

    7 days ago

    Downtown Core, Singapore Pace Ascension Full time

    We are seeking eager, motivated individuals to join our fast-growing organization. In this position, you will be given the unique opportunity to gain the knowledge and expertise required to work with international clients. Tailoring unique financial solutions for their cross-border status, tax requirements, and immigration goals. - Diploma and above...

  • Social Media Marketing Intern

    2 weeks ago

    Downtown Core, Singapore Catalyst Wealth Advisory Full time

    **Company Description** Catalyst Wealth Advisory is a team of close-knit financial professionals, including former bankers and industry experts. We are dedicated to building long-term relationships with our clients and aligning our work with personal values. Collaborating with 12 diverse partners, we offer a comprehensive range of insurance and wealth...

  • Wealth Management, Single Coverage Client Advisor, Associate, South East Asia Markets

    2 weeks ago

    Downtown Core, Singapore JPMorganChase Full time

    **JOB DESCRIPTION** Introduction** **Job Summary** As a Wealth Management, Single Coverage Client Advisor, Associate in the South East Asia Market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team. You will operate in both banker and investor capacity, handle and coordinate with...