Wealth Management Associate

1 week ago

Central Region, Singapore Private Advertiser Full time $60,000 - $80,000 per year

Are you…

  • Looking to build a strong career progression?
  • Driven and self-motivated for success?
  • Good environment, Work life balance and career progression?

As an Wealth Management Associate, you help clients accomplish financial objectives by assessing their financial situation; develop and present financial strategies and plans and provide advisory services in protection and risk management throughout their whole life cycle. You will also provide investment advisory services to clients with the aim to grow their money through various investment strategies.

Successful candidates will be placed on a 3 months holistic and comprehensive training program to equip you with the knowledge and skills to succeed in your business with our Senior Consultant. With proven results, you will have the chance to be converted to Team Leader or Managerial Level.

Build your career with us now

Requirements:

  • 21 years old and above (based on MAS requirements)
  • Singapore Citizens
  • A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
  • Passion in Investment/Financial Planning

Who we are looking for:

  • Entry level candidates
  • Mid-Career Switch - Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

Experienced candidates in the financial services sector may be considered for the role of Investment Consultant or Relationship Manager .

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries via "Apply Now" button.

  • Wealth Manager

    2 days 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...

  • HSBC Wealth management associate

    10 hours ago

    Central Region, Singapore Asia Human Capital Pte Ltd Full time $60,000 - $120,000 per year

    These current positions are ONLY FOR Singaporean and Permanent ResidentsWe welcome:Mid Career SwitchersFresh GraduatesRole Overview:At HSBC Life, you will be instrumental in guiding our clients toward their financial objectives by offering customized investment and insurance solutions. Your role involves interacting with clients to grasp their financial...

  • ParaPlanner (Flexi/FT/PT/Internship)

    2 weeks ago

    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...

  • Wealth Management Assistant

    4 days ago

    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...

  • Wealth Planning Manager

    2 weeks ago

    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...

  • Wealth Planning Manager Banking

    9 hours ago

    Central Region, Singapore Good Job Creations (Singapore) Pte Ltd Full time $60,000 - $120,000 per year

    [Job ID: 533220]Join us as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals. As the primary face of our branch banking, you will engage clients through various touchpoints—from in-person consultations to tele-appointments—to understand their...

  • Wealth Manager

    4 days ago

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

    Company DescriptionPrudential 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...

  • Investment Data Analyst

    6 days ago

    Central Region, Singapore St. James's Place Wealth Management Full time $60,000 - $180,000 per year

    Role overviewWe are seeking a detail-oriented and analytical Investment Data Analyst to join our dynamic investment team, supporting our wealth management businesses in Singapore, Hong Kong and Dubai. This role is ideal for someone with a passion for data, a strong sense of curiosity, and a desire to support investment decision-making through clean,...

  • Financial Adviser Representative – Wealth Manager

    2 days ago

    Central Region, Singapore Singlife Financial Advisers Pte. Ltd. Full time $60,000 - $120,000 per year

    Job Overview:We are looking for driven, people-focused individuals to join our team as Financial Adviser Representatives – Wealth Managers. This role offers the opportunity to develop and manage client portfolios by providing holistic financial advice, investment solutions, and wealth-building strategies. Key Responsibilities:Provide personalized...

  • Salaried Wealth Advisor

    1 week ago

    Central Region, Singapore Private Advertiser Full time $60,000 - $120,000 per year

    About the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...