Wealth Advisor Trainee

Job Description:We're looking for driven individuals to join our team as Financial Consultants / Management Trainees. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients' financial...

The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...

Job Description:We're looking for driven individuals to join our team as Relationship Manager / Financial Consultants. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients' financial...

**Company Description**: Eminent Wealth Management (representing HSBC Life) is in the business of wealth management and planning. As an investment management trainee with us, you will be given the necessary training and guidance to embark on a career that would see you providing wealth advisory services to our customers. Job Description: - Plan & manage...

**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...

Wealth Advisor We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Reserve SG. You will report directly to the Head of Reserve to strategise and execute AUM impacting initiatives....

Job Summary: The Institutional Wealth Advisor in the field of Wealth Management is responsible for providing comprehensive financial advice and solutions to institutional clients. This role primarily focuses on managing relationships with institutional clients such as corporations, non-profit organizations, pension funds, and government entities, and...

**Company Description** We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth...

**Job duties**: - Work closely with the Client Advisors to assist in handling client relationships as well as executing of investment orders - Assist the Client Advisors in promoting Haitong’s PWM investment products, tailored solutions and services to high net-worth clients - Assist in preparing client documentation, reports and presentations deck -...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? Join our International Private Bank, Wealth Advisory team in Singapore as an Executive Director where you works in close partnership with our International Trust Services (ITS) to support client's needs for trust and fiduciary services. We...