Wealth Management Advisor
6 days ago
Atlas 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 Description This is a full-time hybrid role for a Wealth Management Advisor (Broker) located in Singapore, with some work from home acceptable. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Day-to-day tasks include meeting with clients, assessing their financial situation, developing customized financial plans, and managing their wealth management services. The advisor will also be responsible for maintaining relationships with clients and staying up-to-date on financial market trends and products. Qualifications Financial Planning and Retirement Planning skills Experience with Investments and Finance Knowledge of Wealth Management Services Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work both independently and collaboratively Bachelor’s degree in Finance, Economics, or related field Relevant certifications (e.g., CFP, CFA) are an advantage Proven track record of successful client relationship management Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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Salaried Wealth Advisor
6 days 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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Wealth Management Advisor
6 days ago
Singapur, Singapore Mercor Full timeWealth Management Advisor – Personal Financial Advisor Mercor is seeking an experienced wealth management professional to develop realistic financial advising scenarios for AI training. This independent contractor role is remote, short‑term, and requires strong subject matter expertise and independent work ethics. Base Pay Range $130.00/hr – $145.00/hr...
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Wealth Managers
6 days 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
6 days 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 Management Advisor
16 hours ago
Singapur, Singapore StashAway Full timeJoin to apply for the Wealth Management Advisor role at StashAway . About Job 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...
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APEX INVESTMENT WEALTH MANAGER
6 days 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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Client Advisor
6 days ago
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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Part Time Wealth Manager
6 days 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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Senior Wealth Advisor
16 hours ago
Singapur, Singapore Syfe Full timeJoin to apply for the Senior Wealth Advisor role at Syfe . About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management...