Wealth Managers
4 weeks ago
Work 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 tolerance. Develop customized wealth management strategies and investment plans aligned with clients' objectives and preferences. Provide expert advice on investment opportunities, asset allocation, portfolio construction, and risk management. Assist clients in implementing investment recommendations and monitoring portfolio performance on an ongoing basis. Stay abreast of market trends, economic developments, and regulatory changes to provide informed insights and recommendations to clients. Collaborate with internal teams, including tax specialists, insurance advisors, and mortgage experts, to deliver holistic financial solutions to clients. Cultivate and maintain strong relationships with clients through regular communication, meetings, and reviews to ensure satisfaction and retention. Continuously expand and enhance your knowledge of wealth management concepts, investment products, and financial planning strategies. Benefits Performance bonus Yearly bonus Commission pay Flexible schedule #J-18808-Ljbffr
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Part Time Wealth Manager
4 weeks ago
Singapur, Singapore WEALTH ASIA LLP Full timeYou will participate in wealth management, sales and marketing activities, and receive training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and provide excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets,...
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APEX WEALTH MANAGER
2 weeks 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
2 weeks 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
4 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 Planner
4 weeks ago
Singapur, Singapore Alpha Wealth Financial Advisers Full time5 days ago Be among the first 25 applicants Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services tailored to each client's unique lifestyle and financial goals. Our team values Abundance, Wisdom, Focus, and Appreciation, and we empower clients through financial literacy. We offer...
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APEX INVESTMENT WEALTH MANAGER
2 weeks 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...
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APEX INVESTMENT WEALTH MANAGER
4 weeks 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...
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Salaried Wealth Advisor
4 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
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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FINANCIAL CONSULTANT
4 weeks ago
Singapur, Singapore St. James's Place Wealth Management Full timeA Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance. Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and...
