Wealth Managers
2 weeks ago
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 tolerance.
Develop customized wealth management strategies and investment plans aligned with clients' objectives and preferences.
Provide expert advice on investment opportunities, asset allocation, portfolio construction, and risk management.
Assist clients in implementing investment recommendations and monitoring portfolio performance on an ongoing basis.
Stay abreast of market trends, economic developments, and regulatory changes to provide informed insights and recommendations to clients.
Collaborate with internal teams, including tax specialists, insurance advisors, and mortgage experts, to deliver holistic financial solutions to clients.
Cultivate and maintain strong relationships with clients through regular communication, meetings, and reviews to ensure satisfaction and retention.
Continuously expand and enhance your knowledge of wealth management concepts, investment products, and financial planning strategies.
Benefits
· Performance bonus
· Yearly bonus
· Commission pay
· Flexible schedule
-
Wealth Manager
2 weeks ago
Central Region, Singapore Titans Private Wealth Full time $80,000 - $120,000 per yearWealth 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 Management Internship
2 weeks ago
Central Region, Singapore Gary Tay Wealth Full time $42,000 - $90,000 per yearCompanyGary 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 -...
-
Wealth Manager
2 weeks ago
Central Region, Singapore Alan Lok & Associates Full time $3,000 - $100,000 per yearJoin 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 yearLooking 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...
-
Wealth Management Intern
2 weeks ago
Central Region, Singapore Wealth Asia LLP Full time $4,000 - $6,000 per yearLooking 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...
-
ParaPlanner (Flexi/FT/PT/Internship)
1 week ago
Central Region, Singapore Wealth Asia LLP Full time $104,000 - $130,878 per yearJob 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...
-
Wealth Management Assistant
3 days ago
Central Region, Singapore Reeracoen Singapore Pte Ltd Full time $80,000 - $120,000 per yearJob 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...
-
Director of Sales, Financial Services
2 weeks ago
Central Region, Singapore Titans Private Wealth Full time $90,000 - $120,000 per yearDirector 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 Bank Of China Limited Full time $60,000 - $120,000 per yearResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term...
-
Wealth Manager
2 weeks ago
Central Region, Singapore Prudential Singapore Full time $30,000 - $60,000 per yearPrudential is amongst the largest and most renowned financial institutions globally, with the largest market share amongst insurers in Singapore for personal policies.Basic monthly salary of $3,000 to $6,000 depending on experience PLUS UNCAPPED commissions and bonuses. Prudential has among the best incentive structure in the insurance industry where you can...
