Wealth Manager

3 days ago


Paya Lebar East Region, Singapore Prudential Financial Advisers Singapore Full time $80,000 - $120,000 per year

Company Description

Prudential Financial Advisers Singapore, backed by Prudential, is one of Singapore's leading life insurance companies. We are dedicated to meeting our customers' financial needs with a wide range of products and wealth advisory services. Prudential Financial Advisers Singapore is licensed and regulated by the Monetary Authority of Singapore (MAS).

Role Description

This is a full-time on-site role for a Wealth Manager, located in Paya Lebar. The Wealth Manager will be responsible for providing comprehensive financial planning services, managing investments, and offering advice on insurance products. Day-to-day tasks will include analyzing clients' financial statuses, developing tailored financial plans, managing client portfolios, and ensuring clients' financial goals are met.

Qualifications

  • Singaporean / PR
  • Excellent communication and interpersonal skills
  • Diploma or degree
  • Relevant certifications such as CFP, CFA, or equivalent are a plus
  • Experience in wealth management or financial advisory roles is beneficial

  • Wealth Managers

    2 weeks ago


    Central Region, Singapore Wealth Asia LLP Full time $90,000 - $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...

  • Wealth Manager

    2 weeks ago


    Central Region, Singapore Alan Lok & Associates Full time $60,000 - $120,000 per year

    Join UsJoin one of the Agencies in Prudential Financial Advisers Singapore. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore's leading life insurance companies.Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial...

  • Wealth Manager

    1 day ago


    Central Region, Singapore MyWealth SG Full time $150,000 - $500,000 per year

    Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?Sounds like a dream career? Then you'll fit right in at Atlas Advisors Group.We believe in making a difference in this career path. It's not just another job. We are looking for creative...


  • East Region, Singapore AIA Singapore Strategic Alliance Full time $180,000 - $360,000 per year

    Are you a passionate wealth management professional who's tired of the constant struggle for new leads? Do you feel stuck in your current role, unable to grow your client base and reach your full potential?We understand the challenges you face in this competitive industry. That's why we're offering a unique opportunity to join a supportive and dynamic firm...


  • Central Region, Singapore Wealth Asia LLP Full time $30,000 - $90,000 per year

    Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management• Opportunity to progress to...


  • Central Region, Singapore Wealth Asia LLP Full time $40,000 - $80,000 per year

    Job Description & RequirementsOur company is looking for a self driven professional who provides support to the Wealth Executive Director by handling wealth and financial administrative and technical tasks. These tasks will involve creating and managing a client's wealth and financial portfolio, and allowing the Director to focus more on building client...


  • Central Region, Singapore Titans Private Wealth Full time $150,000 - $200,000 per year

    Director of Sales, Financial Services (Experienced Hire)Are you ready to take your career in wealth management to the next level?Titans Private Wealth is expanding our wealth management team and we are searching for experienced and driven professionals with a passion for the wealth management industry to join us as a Director of Sales, Financial...


  • Central Region, Singapore Reeracoen Singapore Pte Ltd Full time $80,000 - $120,000 per year

    Job title: Wealth Management Assistant (Japanese Speaking)Reference ID: 36885Salary Range: 5, ,000 SGDOur client is a leading financial institution in Singapore, seeking a Wealth Management Assistant to support their Wealth and Corporate Client Solutions division.【 Responsibilities 】- Manage and monitor clients' investment portfolios.- Prepare investment...


  • East Region, Singapore AIA Singapore Strategic Alliance Full time $72,000 - $96,000 per year

    About Us : We are a dynamic and client-centric firm dedicated to empowering individuals and businesses to achieve their financial aspirations. Our philosophy is rooted in understanding each client's unique journey, crafting bespoke strategies, and building enduring partnerships to foster financial growth and security. We believe in providing comprehensive...


  • Central Region, Singapore PERSOL Full time $80,000 - $120,000 per year

    Our client, a leading financial institution, is seeking out individuals who have a drive in sales to provide financial advice and wealth management.2.5 months training and reimbursement of certifications provided5.5-day work weekBasic salary + Commission + Allowance ($300)Job Description:Provide financial advice to clients through offering wealth management...