Salaried Wealth Advisor
5 days ago
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 holistic financial advisory services in areas such as wealth accumulation, protection, retirement planning, and legacy planning, while ensuring compliance with MAS and firm standards. Key Responsibilities Provide professional financial advice across insurance, investments, retirement, and estate planning. Conduct client fact-finding, risk profiling, and financial needs analysis. Design and present tailored financial solutions aligned with client objectives. Build and maintain strong, long-term client relationships with regular reviews and service touchpoints. Achieve assigned sales and advisory targets (e.g., APE, revenue, client acquisition). Participate in firm-led lead generation initiatives, seminars, and client engagement events. Ensure strict adherence to MAS regulations, FAA requirements, and internal compliance policies. Collaborate with colleagues, product specialists, and business development managers to deliver client solutions. Requirements Diploma holders CMFAS certifications (M5, M9, M9A, HI, M8/M8A) required or to be completed within the onboarding period. Prior experience in financial advisory, private banking, or insurance sales preferred (fresh graduates with strong interest in financial services will also be considered). Strong communication and interpersonal skills, with the ability to explain complex concepts clearly. Results-oriented, self-driven, and committed to delivering high standards of client service. What We Offer Competitive fixed monthly salary with attractive performance-based incentives. Structured training and mentorship programs. Sponsorship for professional certifications and continuous learning. Access to firm-generated client leads, marketing support, and business development initiatives. Career growth opportunities into Senior Advisor, Business Development, or Leadership roles. A supportive and collaborative work environment. #J-18808-Ljbffr
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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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Singapur, Singapore Catalyst Wealth Advisory Full time2 days ago Be among the first 25 applicants Direct message the job poster from Catalyst Wealth Advisory Client Services | Front Office Generalist | Sturdy Parent Company Description We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and...
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Singapur, Singapore Goldman Sachs Full timeOverview Asset & Wealth Management, Private Wealth Advisor, Executive Director, Singapore — Goldman Sachs. Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWAs deliver an unparalleled...
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Singapur, Singapore Neara Full timeWe 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 Head of Reserve to strategise and execute AUM impacting initiatives. Within this...
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Wealth Advisor
5 days ago
Singapur, Singapore StashAway Full timeOverview 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 Head of Reserve to strategise and execute AUM impacting initiatives. Within...
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Singapur, Singapore Kepler Search Full timeOverview My client is a Singapore-based digital wealth platform that serves a wide range of investors, from retail and mass affluent individuals to high-net-worth clients. The firm combines professional investment expertise with a technology-led platform to provide diversified portfolios and tailored solutions. Their approach emphasizes efficiency,...
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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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Singapur, Singapore Goldman Sachs Full timeJoin to apply for the Asset & Wealth Management, Private Wealth Management, Financial Analyst, Singapore role at Goldman Sachs Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment...
