Wealth Management Advisor
18 hours ago
Financial Services Manager @ HSBC | Master Fund Advisor (MFA) Company Description HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and investment-linked insurance solutions . Our mission is simple yet powerful — to help customers plan confidently, live fully, and protect what truly matters . By combining innovative digital tools, trusted financial advice, and a human touch, HSBC Life empowers clients to navigate life’s uncertainties and achieve long-term financial wellbeing. Backed by HSBC’s strength and global network, we are more than an insurer — we are a lifelong partner in your journey toward financial security and peace of mind. Role Description This is a full-time hybrid role located in Singapore for a Wealth Management Advisor. The Wealth Management Advisor will work directly with clients to assess financial needs, develop personalized wealth management strategies, and provide advice on financial planning, retirement planning, and investment opportunities. Key responsibilities include managing client portfolios, conducting market research, and ensuring alignment with clients' financial goals. Building and maintaining strong client relationships is a critical aspect of this role. Qualifications Strong skills in Financial Planning and Retirement Planning Proficiency in Investments and Finance Experience or expertise in delivering Wealth Management Services Excellent interpersonal and communication skills for client engagement Ability to analyze financial data and market opportunities Bachelor's degree in Finance, Economics, Business, or a related field (preferred) Certification as a financial planner (CFP) or relevant qualification is a plus Proven track record of client management and achieving financial objectives Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Representing Something by 2x Sign in to set job alerts for “Wealth Management Advisor” roles. #J-18808-Ljbffr
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Salaried Wealth Advisor
2 weeks ago
Singapur, Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout 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...
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Salaried Wealth Advisor
19 hours ago
Singapur, Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout 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...
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Wealth Management Advisor
2 weeks ago
Singapur, Singapore Atlas Advisors Group Full timeAtlas Advisors Group offers strategic advice on financial services with over 40 insurer partnerships. Our extensive network allows us to provide tailored solutions to meet the unique needs of our clients. We pride ourselves on our commitment to helping clients achieve their financial goals through comprehensive advice and personalized service. Role...
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Wealth Management Advisor
2 weeks ago
Singapur, Singapore Mercor Full timeWealth Management Advisor – Personal Financial Advisor Mercor is seeking an experienced wealth management professional to develop realistic financial advising scenarios for AI training. This independent contractor role is remote, short‑term, and requires strong subject matter expertise and independent work ethics. Base Pay Range $130.00/hr – $145.00/hr...
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Wealth Managers
2 weeks ago
Singapur, Singapore Wealth Asia LLP Full timeWork 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...
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APEX WEALTH MANAGER
18 hours ago
Singapur, Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...
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Wealth Planning Manager
18 hours ago
Singapur, Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX Wealth Planning Manager, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...
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APEX WEALTH MANAGER
2 weeks ago
Singapur, Singapore APEX WEALTH MANAGEMENT LLP Full timeOverview Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...
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Wealth Management Advisor
1 week ago
Singapur, Singapore StashAway Full timeJoin to apply for the Wealth Management Advisor role at StashAway . 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...
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APEX INVESTMENT WEALTH MANAGER
18 hours ago
Singapur, Singapore APEX WEALTH MANAGEMENT LLP Full timeJob Description: APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...
