Wealth Manager

2 days 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 Consultant and Wealth Manager, and at the same time in the role as an Agency Leader.

The agency has a very healthy mix of senior Wealth Managers who have years of experience in the industry and well versed in full spectrum of insurance operations, as well as relatively new and junior Wealth Managers. You can tap on the experience of these successful Wealth Managers.

We are looking for individuals who are self-driven and have great passion on helping people to gain full insurance protection and wealth accumulation, based on their needs. We are looking for entrepreneurs, not just another Wealth Manager.

You would be embarking on a fulfilling career that can't be measured by money alone; a career that recognizes real efforts and real results; a career that is also about the well-being of others, by helping people and their families to secure their wealth accumulation and protection needs. And if you excel, you will be rewarded too

We always believe that this is not just another job, but a career with great purpose.We envision ourselves being one of the best agency units and developing a trusting relationship between clients and Wealth Managers. Therefore, we are careful in our selection, because we want to get the "right people". We have a proven top-of-the-market assessment tool for you to know yourself better, and with the report, knowing your strength and weaknesses, we can work together.

If you possess our requirements and have the trust and confidence that we can value add to your life, we would like to meet you.

Basic Requirements:·

  • Minimum 21 years old (Regulatory requirement).
  • A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.
  • No working experience required.
  • Experienced professionals who are in a crossroad of their career path are welcome for open discussion.
  • Self-motivated personality and positive attitude.
  • Personal Banker and Relationship Manager can consider this career too.
  • Experienced Sales Executives and Practitioners, Recruitment Officer, Event Planner are welcome too if new to the financial services industry but have the right aptitude.
  • We also welcome Secretaries, Accountants, Engineers, Auditors to this industry if you are contemplating mid-career switch. We will provide you with the necessary and comprehensive training.

Remuneration Package and Benefits*

  • Structure training provided.
  • Interesting platform and activities to engage and acquire clients.
  • Friendly and fun working environment.
  • Career Progression.
  • High basic allowance with commission plus bonus ($3,000 - $10,000)*

*Terms and Conditions Apply. Commissions & Incentives are payable based on individual performance.

Intrinsic Requirements

  • Strong desire to succeed in life and be financially free.
  • A passion to serve and self-driven, willing to learn at all times.
  • Willing to work flexible hours and take this as your own business, not just another job or profession
  • Believe that you deserve better than what you have now.

Job Responsibilities:

  • Client acquisition and relationship management.
  • Financial planning for both personal and corporate clients.

Why Join Us?

  • Learn from our insurance veteran, Alan Lok, and the opportunity to leverage on his strong customer relationship to jumpstart in this career.
  • Able to tap on the experience of our successful Wealth Managers who are well versed in full spectrum of insurance operations.
  • Conducive working environment.
  • Company and agency sponsored incentive trips to major destinations in the world. (Qualifying criteria apply).
  • Comprehensive training conducted by Alan, senior Wealth Managers and invited external speakers, and company's continuous professional development.
  • Accelerated management advancement path for suitable and selected Wealth Managers.
  • We will invest time and resources on you: personalized coaching and joint field work with Alan or a senior Wealth Manager.

ACT NOW (if not now, then when?) Message Us. Find out what you have been missing all this while. Alan Lok H/p).

Email:

Profile: 

Business Card:

Alan Lok & Associates, a FA unit of Prudential Financial Advisers Singapore.

(Approval Code: PFA18Sep24DM27)


  • Wealth Managers

    2 days 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 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...


  • 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 Ascendance Wealth Management Full time $24,000 - $72,000 per year

    CompanyAscendance Wealth ManagementDesignationTeam Support ManagerDate Listed25 Jul 2025Job TypeEntry Level / Junior Executive, Experienced / Senior ExecutiveFree/ProjPart/TempJob PeriodImmediate Start - Flexible EndProfessionAdmin / SecretarialIndustryInsuranceLocation NameCentral Area, SingaporeWork from HomeAddressCentral Area, SingaporeMapAllowance /...


  • 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...


  • Central Region, Singapore MyWealth SG Full time $120,000 - $300,000 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?If you are looking for a new setup with system and structure in place to success, or a change of new environment to bring your passion into the next career, find out moreSounds like a dream...

  • Wealth Manager

    3 days ago


    Central Region, Singapore Prudential Singapore Full time $30,000 - $60,000 per year

    Prudential 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...


  • Central Region, Singapore HSBC Life Full time $60,000 - $120,000 per year

    Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a...


  • Central Region, Singapore HSBC Life Full time $60,000 - $80,000 per year

    Are you embarking on a new career or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a wide variety of...