Wealth Managers

You 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,...

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...

Overview 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...

5 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...

Job 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...

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...

A 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...

Job Highlights Build relationships with clients Career Advancement Responsibilities Acquire and manage a pool of clients’ investment portfolios Understand clients’ financial objectives and investment requirements Provide information and comparisons for clients to make informed decisions Building and maintaining long-term relationship with clients...

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