Investment Advisor, Wealth Management
3 days ago
JOB SUMMARY Job Purpose • Deliver investment advice that meets client's financial objectives and needs profile. Preferable with at least 3+ years experience in wealth advisory field.Key Responsibilities • Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile• Utilise in-house advisory platforms to deliver holistic investment advisory to clients • Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events • Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration • Provide training to RMs on portfolio construction and proposals, product and system knowledgeRegulatory & Business Conduct • Display exemplary conduct and live by the Group's Values and Code of Conduct. • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered
-
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...
-
Salaried Wealth Advisor
17 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...
-
Investment Advisor, Private Wealth Management
17 hours ago
Singapur, Singapore Randstad Singapore Full timeInvestment Advisor, Private Wealth Management – Randstad Singapore Join to apply for the Investment Advisor, Private Wealth Management role at Randstad Singapore . 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 Work with Relationship...
-
APEX INVESTMENT WEALTH MANAGER
17 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...
-
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...
-
Wealth Management Advisor
17 hours ago
Singapur, Singapore Representing Something Full timeFinancial 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...
-
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...
-
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...
-
Investment and Wealth Manager
1 week ago
Singapur, Singapore Sum Capital Partners Pte Ltd Full timeAt Sum Capital Partners , we are builders. From private equity to lifestyle brands, we grow companies that create lasting value. Our ecosystem spans multiple industries, giving us a unique advantage on how wealth is created, preserved, and multiplied. Prestige Advisors is our dedicated wealth and investment arm. We exist to give clients access to the same...
-
Investment Advisor, Wealth Management
1 week ago
Singapur, Singapore Standard Chartered Singapore Full timeJoin to apply for the Investment Advisor, Wealth Management role at Standard Chartered Singapore Job Summary Deliver investment advice that meets client’s financial objectives and needs profile. Preferable with at least 3+ years experience in wealth advisory field. Key Responsibilities Partner with the Priority Banking Relationship Manager (onshore market)...