Current jobs related to Wealth Planning - Central Region - PERSOL


  • 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...


  • Central Region, Singapore Wealth Asia LLP Full time $104,000 - $130,878 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 Manager

    3 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...


  • Central Singapore StashAway Full time

    StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

  • Wealth Manager

    5 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...

  • Relationship Manager

    2 weeks ago


    Central Region, Singapore Search Personnel Pte Ltd Full time $12,000 per year

    Position : Relationship Manager (Wealth Management/Insurance/Trust Planning) - Up To $12,000 Basic + CommissionLocation : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)Salary (commensurate with experience) : Up to $12,000 Basic + Commission +Variable Bonus days...


  • 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...


  • Central Region, Singapore Luna Research Group Pte Ltd Full time $50,000 per year

    We are looking for highly motivated individuals to groom as our Estate Strategy Specialist. Initial salary will be dependent on candidate's experience.Job Scope:* Expand business contacts and increase client base for company.* Perform financial needs analysis and value add to client's objective primarily in Estate and Legacy planning.* Implement strategies...


  • Tampines, East Region, Singapore Prominence Wealth Advisory Full time $60,000 - $80,000 per year

    Build a Career with ImpactAt Prominence Wealth Advisory, we believe a career should be more than a paycheck — it should give you purpose, freedom, and the ability to shape your own future. Whether you're a fresh graduate ready to explore new opportunities or a professional considering a career switch, we offer a path that combines personal growth with...

  • Wealth Advisor

    7 days ago


    Central Singapore StashAway Full time

    **Description**: 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....

Wealth Planning

2 weeks ago


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

Wealth Planning Manager

If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking for

HIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONS

Working Days: 5.5 days work week

Working Location: Islandwide (Fixed working location nearest to you)

Great benefits - Annual Leaves, Flexi Benefits etc.

Perm position in bank, Great career opportunities

Job Responsibilities:

Providing the best financial advices to clients according to their needs.

Providing and suggesting the best investment policies or products to assist clients' to achieve their financial goals.

Maintain and develop long-lasting relationships with both current and potential clients.

Expanding client base by proactively reaching out to leads provided from database and setting up and arranging appointments with potential clients.

Attend to enquiries from walk-in customers.

You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values as you are a representative of the Bank.

Requirements:

Diploma/Degree of any discipline

Sales driven

Excellent communication and interpersonal skills

Interested candidates may apply through the application system. We regret that only shortlisted candidates will be notified.

By sending us your personal data and CV, you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for account creation in GO and the purposes set out in the Privacy Policy You acknowledge that you have read, understood, and agree with GO's Terms of Use and the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd
• RCB No E

EA License No: 01C4394

EA Personnel No: R

EA Personnel Name: Ong Xin Yee