Wealth Manager
1 week ago
Overview Are you a self-driven individual with a passion for helping people achieve their financial dreams? Do you have strong interpersonal skills and a desire to build lasting relationships? We're looking for a motivated Wealth Relationship Manager to join our team and empower clients to secure their financial future. In this role, you will be the trusted advisor for a diverse portfolio of clients, guiding them through a journey of financial empowerment. Your mission is to understand their unique goals and provide tailored solutions from our comprehensive suite of financial products. Roles & Responsibilities Be a Financial Partner: Build and nurture long-term relationships, acting as the primary point of contact and trusted advisor for your clients. Empower Clients: Work directly with clients and prospects to understand their financial needs and craft personalized plans to help them achieve their goals. Create Tailored Strategies: Develop and present customized financial recommendations, ensuring they align with each client’s unique situation and aspirations. Stay Ahead of the Curve: Continuously monitor market trends and industry changes to proactively revise and optimize financial plans. Be a Champion of Professionalism: Maintain the highest standards of professionalism and integrity in all interactions, building trust and credibility. Who we are looking for A proactive and ambitious individual with a passion for excellence. A great communicator with a strong command of written and spoken English. Bilingual abilities are a significant plus, especially for engaging with our regional markets. A natural connector with strong interpersonal skills and a desire to serve both local and international clients. Someone with an entrepreneurial mindset who is eager to grow their network and has connections within South-East Asia. A person who is driven by impact and passionate about empowering others financially. #J-18808-Ljbffr
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Part Time Wealth Manager
1 week 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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Wealth Managers
1 week 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
1 week 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
1 week 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
1 week 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
1 week 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
1 week 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...
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Singapur, Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob 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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Singapur, Singapore Goldman Sachs Full timeJoin to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore role at Goldman Sachs Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore role at Goldman Sachs Get AI-powered advice on this job and more...
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Wealth Managers
4 days ago
Singapur, Singapore ASPIRE ALLIANCE (PTE.) LTD. Full timeOur clients require Wealth Managers capable of understanding their financial situations and recommending the most appropriate solutions. A typical day as a Wealth Manager is likely to be as such: Review clients’ financial circumstances and understanding their financial goals Analyse information and customise plans to suit clients Conduct risk analysis of...
