wealth

about this role This role serves as a key advisory partner responsible for managing and growing client wealth through expert, Sharia-aligned financial guidance and portfolio oversight. The Specialist proactively collaborates with Relationship Managers to identify new investment opportunities and delivers specialized client counseling, including market views,...

Company Description Summit Planners Exchange is a branch representing Manulife Financial Advisers Pte. Ltd.,The branch provides professional advisory services while adhering to regulatory and corporate compliance standards outlined by Manulife Financial Advisers. Role Description The Wealth Manager is a full-time, on-site role based in Singapore, focused on...

Job title: Wealth Trainee Department: Wealth Management Start date: Thursday 16 September 2027 Location: Singapore About Schroders, our parent company Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through...

WEALTH MANAGER Build Your Career. Grow Your Wealth. Create Your Impact. Looking for a career where you can build relationships, develop professionally, and grow your income? Join us as a Wealth Manager and get the opportunity to develop your skills in: Financial Planning & Wealth Management Sales & Business Development Client Relationship Management...

Wealth Associate / Financial & Estate Analyst Associate Client Services / Sales & Business Development Receives training and performs duties revolving client services, sales and development, investments, legal and estate planning a. Receive training and exposure in client servicing role – individual & corporations (B2B & B2C) b. Set performance goals...

Wealth Advisor (Sales-Oriented Role) – Training & Mentorship Provided Location: SingaporeEmployment Type: Full-TimeIndustry: Financial Services About the Role We are expanding our dynamic and fast-growing team of Wealth Advisors and are looking for driven, sales-oriented individuals who are passionate about achieving results and building a rewarding...

Job Description We are on the hunt for driven, people-first individuals to join us as Wealth Managers. You'll work directly with real clients, learn how money actually works, and build a skillset that pays off for life - not just at this job. What you'll be doing day-to-day: - Meeting clients to understand their goals and mapping out financial plans that...

We bring together driven individuals across financial planning, marketing and event management. We are building an ecosystem where each part supports the others, and we are looking for people who want to grow with us. We are hiring Financial Planners to advise clients across protection, investment, retirement and legacy planning, supported by structured...

Job Mandate Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Duties and Responsibilities Sales Functions Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client. Ensure...

Company Description Alpha Wealth Financial Advisers is a professional financial consultancy committed to personalized financial planning and investment management that align with each client’s lifestyle and goals. The team works closely with clients to understand their values and aspirations, guided by core values of Abundance, Wisdom, Focus, and...

Job Summary As a Wealth Building Consultant, you will prospect and close deals through cold calls, referrals, and networking. You will build your personal brand via social media and seminars, making recommendations & grow a loyal client base to scale your business independently. Responsibilities Prospect and close deals using cold calls, referrals, and...

Key Responsibilities Are you very well organized? Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with a solution? We're looking for someone to: be responsible for the facilitation of UBS fiduciary instruments, referral of life insurance and other related Wealth Planning solutions actively...

Wealth Planner Singapore Product Management and Development Global Wealth Management Job Reference # BR City Singapore Job Type Full Time Key responsibilities Are you very well organized? Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with a solution? We're looking for someone to: be...

LOCATION Hybrid EMPLOYMENT TYPE PermanentWhat You’ll Do Strategic Wealth Advisory: You'll advise individuals and families on holistic wealth management, covering wealth accumulation, asset protection, retirement planning, and legacy succession. This involves assessing their financial landscape, understanding their long‑term goals, and crafting tailored...

Company DescriptionL'Avenir Advisory is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), a wholly owned subsidiary of Great Eastern Holdings Pte Ltd under the OCBC Group. Established with roots dating back to 1990, the agency was formed as L'Avenir Advisory in 2019. The team operates with a strong...

Wealth Manager - Wealth Planning & Management Interested in helping individuals achieve their financial goals while building a rewarding career Join our financial advisory team as a Wealth Manager and support clients in planning their financial future through personalised financial solutions. Your responsibilities - . Understand clients' financial needs,...

Role: Wealth Manager About the role We are seeking a dynamic and experienced wealth manager for our esteemed advisory client. As a wealth manager, you will guide and support High net-worth clients in achieving their financial objectives. Your primary responsibility will include developing personalised financial plans, managing portfolios and providing...

Select how often (in days) to receive an alert: Provide comprehensive wealth planning and philanthropy advisory services to Private Banking clients, partnering closely with Relationship Managers to identify, originate and develop holistic wealth planning solutions that are aligned with clients' wealth preservation, succession, governance, philanthropic...

Advise clients on wealth management and growth strategies: Provide expert advice on investment opportunities and risk management Help clients achieve their financial goals, such as retirement planning or wealth

Job Summary: Reporting to Head of Fiduciary Services, the incumbent will support the Group in developing new business and delivering excellence in wealth planning and fiduciary services. Job Responsibilities: Internal: Develop aninternal network by partnering up with our internal stakeholders for a moreholistic solution approach in estate & legacy planning...