Wealth Protection Specialist

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...

**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

About the Role We 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...

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...

Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...

**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

Wealth Specialist (Islamic Wealth Management)Be among the first 25 applicants. This range is provided by Randstad Singapore. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities This role serves as a key advisory partner responsible for managing and growing client wealth through expert,...

**Job Title**: Wealth Specialist **Job Highlights**: - Highest Remuneration - Attractive performance commissions - Allowance scheme and performance bonus to jump-start your career - Career Advancement - Work Life Balance - Family-oriented working culture - Strong support and guidance **Principal Responsibilities**: - Understand and analyse clients’...

about this role This role serves as a key advisory partner responsible for managing and growing client wealth through expert, Sharia-aligned financial guidance and portfolio oversight. The Specialist proactively collaborates with Relationship Managers to identify new investment opportunities and delivers specialized client counseling, including market views,...