wealth planning

About the Role As a Wealth Planning Manager / Senior Wealth Planning Manager, you will understand clients’ financial goals and provide suitable financial planning, investment, and insurance solutions. You will build long-term client relationships, develop new client opportunities, and provide personalised financial guidance based on their needs. You will...

Job Responsibilities Engage with customers at bank branches to understand their financial needs and lifestyle requirements. Proactively identify and develop new customer opportunities through branch walk-ins, referrals and outbound engagement. Promote and cross-sell relevant banking and wealth management products based on customers’ needs. Build and...

Support clients in working towards their financial goals through personalised wealth planning and ongoing relationship management. This role offers structured training, mentorship, and practical exposure to client-facing financial advisory work. You will develop experience in understanding client priorities, conducting financial reviews, and providing...

Income-Insurance-Limited is seeking a Wealth Advisory Specialist to support clients through comprehensive financial planning in collaboration with Income Financial Advisors. You will deliver tailored wealth solutions aligned with clients' long-term goals and ensure a cohesive advisory journey. Responsibilities include holistic planning, needs analysis, and...

We empower individuals to take control of their financial future through expert, innovative, and personalised wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs. Job Summary You will grow the client base and oversee investment...

Income Advisory Financial Advisers (IAFA) is expanding its financial services advisory practice in Singapore. You will help clients with wealth accumulation, investment planning, retirement resources and protection needs, while building a sustainable advisory practice with training, coaching and business-development support. Remuneration may include...

SF Advisory Pte. Ltd. invites a motivated Investment Executive to guide clients through understanding financial objectives and selecting suitable long-term strategies. You will meet clients, assess needs, propose investment and wealth-management solutions, present proposals, and maintain ongoing relationships while staying compliant with regulations. Fresh...

Various Locations, Singapore | SGD 3,000 to 3,500 plus Allowances & Incentives JOB DESCRIPTION Serve retail clients, offering them recommendations on different personal banking and financial products and services based on their needs Engage consumers through tele-appointments, outreach initiatives, and branch banking customer engagement Offer customers...

PERSOL SINGAPORE PTE. LTD. is seeking a proactive Wealth Planning Support professional in Singapore. The role involves maintaining resource databases, preparing pitchbooks, and assisting in onboarding complex wealth structures. You will liaise with Trustees, Wealth Planning teams, and external advisors, while coordinating training sessions for staff. The...

Wealth Asia is seeking an Executive Wealth Support professional in Singapore to assist the Executive Wealth Director with administrative, analytical, and client-facing duties. You will manage client accounts, prepare reports, and support in sales activities, ensuring accuracy and regulatory compliance. The role involves calendar management, meeting...

Our Client: Our client is a leading financial services firm with presence across ASIA, and they are seeking a Sales Director (Wealth Planning) in Singapore. This role focuses on developing and managing high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The position builds a...

Wealth Planning Relationship Manager Singapore Client advisory / Relationship management Global Wealth Management Job Reference # BR City Singapore Job Type Full Time Key responsibilities Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients...

Key Responsibilities Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients by: performing relationship management services for trust structures including to conduct periodic trust review for trust structures helping answer queries from markets and...

The Wealth Planning Advisor is a strategic professional within the International Personal Bank (IPB), specializing in insurance. This role focuses on providing comprehensive and detailed wealth planning advice to clients in Greater China /North Asia, leveraging deep expertise in insurance products and strategies. The Advisor acts as a technical authority,...

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is...

The Wealth Planning Advisor is a strategic professional within the International Personal Bank (IPB), specializing in insurance. This role focuses on providing comprehensive and detailed wealth planning advice to clients in Greater China /North Asia, leveraging deep expertise in insurance products and strategies. The Advisor acts as a technical authority,...

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is...

Wealth Planning Relationship Manager Singapore Client advisory / Relationship management Global Wealth Management Job Reference # BR City Singapore Job Type Full Time Key responsibilities Are you an innovator who loves to solve problems? We are looking for someone to use their expertise to help us deliver the best-in-class service for our clients...

The Wealth Planning Advisor is a strategic professional within the International Personal Bank (IPB), specializing in insurance. This role focuses on providing comprehensive and detailed wealth planning advice to clients in Greater China /North Asia, leveraging deep expertise in insurance products and strategies. The Advisor acts as a technical authority,...

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is...