Wealth Management Sales Advisor

4 days ago

Downtown Core, Singapore Cass Naomi Poh Organisation Full time

**About Us**:
CNPO is a forward-looking financial services firm committed to empowering individuals and families to build and protect their wealth. We believe in building strong, long-term relationships and delivering solutions tailored to our clients’ evolving financial goals.

**Role Overview**:
We are looking for motivated mid-career professionals to join us as **Wealth Management Sales Advisors**. Whether you're from finance or exploring a career transition, this role offers a unique opportunity to leverage your interpersonal and analytical skills in a rewarding, client-centric profession. You’ll be trained and supported as you grow your expertise in guiding clients through their wealth-building journeys.

**Key Responsibilities**:

- **Client Relationship Management**

Cultivate and maintain meaningful relationships with clients, gaining a deep understanding of their financial goals and life priorities to offer tailored investment and wealth management solutions.
- **Investment Advisory & Portfolio Planning**

Guide clients in constructing and reviewing investment portfolios, providing clear, strategic advice that aligns with their risk profile and long-term objectives.
- **Market Awareness & Insight Sharing**

Stay informed about market trends, investment opportunities, and global developments to provide clients with timely and relevant updates that support informed financial decisions.
- **Business Development & Growth**

Proactively engage new prospects and expand your client network through referrals, events, and community outreach, focusing on relationship building and value creation.
- **Compliance & Client Reporting**

Ensure all advisory practices adhere to industry regulations and internal standards, while delivering clear and professional reports on portfolio performance and recommendations.

**Who Should Apply**:

- Mid-career professionals with 5-15 years of work experience (finance experience not required)
- Strong interpersonal, communication, and relationship-building skills
- Analytical mindset with a willingness to learn about financial products and markets
- Motivated to make a meaningful impact on others’ financial well-being
- Relevant certifications (e.g., CMFAS, CFP, CFA) are beneficial but not mandatory—training support will be provided
- Bachelor's Degree or Local Diploma

**What We Offer**:

- Structured onboarding and ongoing professional training
- Competitive base salary and performance-based incentives
- A supportive and collaborative team culture
- Opportunities for career progression within wealth and financial advisory

**Job Types**: Full-time, Permanent

Pay: $5,000.00 - $12,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Work Location: In person

Application Deadline: 30/06/2025

  • Investment Advisor in Ascende Wealth #for Singaporeans Only

    2 days ago

    Downtown Core, Singapore ASCENDE WEALTH Full time

    **Why Join Us?** - **Meaningful Impact**: Help clients achieve financial independence by crafting tailored investment strategies. - **Reward for Effort**: Earn based on your results, not rigid appraisals—your effort, your rewards. - **Collaborative Culture**: Thrive in a supportive team environment with guidance from top advisors. **What You’ll Do**: -...

  • Hsbc Life-wealth Management Advisor

    2 weeks ago

    Downtown Core, Singapore HSBC Life Full time

    HSBC Life a subsidiary of the HSBC Group, we offer products and services secured by HSBC's financial backbone, strengthened by over 150 years of experience in finance, international services and building trusted relationships. We keep our promises, so you can fulfil yours. We believe that a successful career goes beyond monetary rewards. At HSBC Life, every...

  • Financial Advisor

    6 days ago

    Downtown Core, Singapore Catalyst Wealth Advisory Full time

    **Company Description** We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth...

  • Wealth Advisor

    6 days ago

    Downtown Core, Singapore StashAway Full time

    **About Job** 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....

  • Flexible Career for Mothers Now Hiring: Wealth Relationship Manager

    2 weeks ago

    Downtown Core, Singapore LUMINA WEALTH Full time

    As a **Wealth Relationship Manager**, you’ll provide holistic financial guidance tailored to each client’s life stage and goals, including: Financial Advisory - Offer savings, investment, and protection strategies - Tailor cashflow and retirement planning for families and individuals Will Writing & Legacy Planning - Advise on estate distribution and...

  • Sales Advisor

    2 days ago

    Downtown Core, Singapore Manulife (Singapore) Pte. Ltd Full time $24,000 - $72,000 per year

    Manulife (Singapore) Pte. Ltd is hiring a Full time Sales Advisor role in Downtown Core, Singapura. Apply now to be part of our team.Job summary:Flexible hours availableExpected salary: $2,000 - $6,000 per monthTired of the 9-to-5 grind? Launch a high-impact career where your income matches your effort. We're seeking future financial leaders—no ceiling, no...

  • Asset Management

    6 days ago

    Downtown Core, Singapore JPMorganChase Full time

    **JOB DESCRIPTION** As a Senior Client Advisor within the Intermediary business, you are required to manage key distribution partners and promoting a diverse range of investment products in the Intermediary business. Job Responsibilities: - Report to the Head of Singapore Intermediary Business, and aim to provide world-class service, the highest quality...

  • Student Advisor

    2 weeks ago

    Downtown Core, Singapore CREDENCE Full time

    Underdergrads looking to break into the Banking and Finance industry and make an impact on clients? Join us at Credence as a Student Advisor We are looking for Individuals who enjoy meeting new people and are on a continuous pursuit of knowledge to join our team! **Why you should join us**: - Exposure to a gamut of skills and financial services we can...

  • Student Financial Advisor Financial Planning Sales

    4 days ago

    Downtown Core, Singapore Credence Full time

    **Student Advisor (Financial Planning) - Unlock Your Earning Potential While You Study!** **Curious about finance but not sure where to start?** Not sure what the difference is between corporate finance and financial advisory? Here’s your chance to gain real-world exposure and start building a career while still in school! **Why Join Us?** ✔ **Learn...

  • Wealth Management, Investment Professional for China Market, Based in Singapore

    6 days ago

    Downtown Core, Singapore JPMorganChase Full time

    **JOB DESCRIPTION** Join the dynamic Professional team at J.P Morgan’s APAC Private Banking business with a focus on China market and deliver exceptional experiences to our clients, Bankers and Investors. As an Investment Professional for China market in J.P Morgan’s APAC Private Banking business, you will be a part of a global wealth management leader...