395 Independent Financial Advisory Firms jobs in Singapore

Location:
Other locations: Primary Location Only
Date: 18 Mar 2025
Requisition ID: 690851
At EY, we develop you with future-focused skills, and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We’re all in, are you?
Join EY and shape your future with confidence.
The opportunity
EY’s consulting professionals bring a wealth of experience in working with major financial institutions to align their operating model and infrastructure to business strategy. We assemble the right multi-disciplinary teams, use consistent and proven global methodologies and tools, and draw on the full breadth of EY’s global network, to deliver value and trusted advice to the clients.
Our key service offerings cover business and technology strategy & transformation, customer and distribution effectiveness, operations, shared services / outsourcing support, performance management, program advisory, enterprise intelligence, risk management and regulatory change.
Your key responsibilities
The Wealth and Asset Management (WAM) team works collaboratively with our clients to address critical issues brought on by current global changes i.e. regulatory changes, globalization, advances in technology, competition and changing demands of their customers.
The team manages engagements with the support of WAM and Consulting resources across all aspects of design, analysis and delivery of WAM solutions. You will support the implementation and delivery of quality deliverables, working and communicating effectively with the engagement team and client’s team to ensure exceptional performance.
Skills and attributes for success
A strong understanding of the Wealth & Asset Management (WAM) industry, including typical Investment Management processes (e.g. front office, middle office, back office etc.) and organizational structures in WAM.
A strong understanding of the technology platforms that service the WAM industry (e.g. order management systems, deal pipeline and contact management systems, trade processing and investment operation systems etc.).
Good understanding of economic, market and asset management trends and issues paired with the ability to interpret their impacts on clients.
Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices.
Strong communications skills and evident working with people and teams from different ethnic backgrounds.
Possess strong interpersonal and teaming skills.
Self-starter and comfortable operating with ambiguity.
Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel.
To qualify for the role you must have
Academic background in Engineering, IT, Business, Economics, Finance or Accounting.
Minimum 6 years’ experience in the WAM industry, having worked with firms such as asset managers, private banks or wealth managers, sovereign wealth funds, pension funds, private equity firms or hedge funds.
Consulting skills, functional and technical knowledge of Aladdin Blackrock / eFront, SimCorp Dimension, Temenos WealthSuite and Avaloq platforms are an added bonus.
Proven capabilities in delivering business transformation projects and programs, Finance Transformation projects and / or Financial Operating Model would be an advantage.
Track record dealing with senior stakeholders and adapting to demanding environments.
Ideally, you’ll also have
Good understanding of key issues being faced by WAM firms and ability to translate that into opportunities for our clients.
Strong stakeholder management skills in understanding strategic direction and being able to convert into cohesive change management strategy and plans.
Proven team / project leadership experience managing delivery teams.
Ability to establish personal credibility quickly and deliver high quality deliverables.
Ability to develop client opportunities and identify market growth opportunities.
Ability to support the business development cycle.
Knowledge of statutory and regulatory aspects of WAM industry.
What we look for
Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.
What working at EY offers
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. We also offer you:
Continuous learning:
You’ll develop the mindset and skills to navigate whatever comes next.
Success as defined by you:
We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
Transformative leadership:
We’ll give you the insights, coaching and confidence to be the leader the world needs.
Diverse and inclusive culture:
You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
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Location:
Other locations: Primary Location Only
Date: 12 Jul 2025
Requisition ID: 690851
At EY, we develop you with future-focused skills, and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We work together across our full spectrum of services and skills powered by technology and AI, so that business, people and the planet can thrive together.
We’re all in, are you?
Join EY and shape your future with confidence.
The opportunity
EY’s consulting professionals bring a wealth of experience in working with major financial institutions to align their operating model and infrastructure to business strategy. We assemble the right multi-disciplinary teams, use consistent and proven global methodologies and tools, and draw on the full breadth of EY’s global network, to deliver value and trusted advice to the clients.
Our key service offerings cover business and technology strategy & transformation, customer and distribution effectiveness, operations, shared services / outsourcing support, performance management, program advisory, enterprise intelligence, risk management and regulatory change.
Your key responsibilities
The Wealth and Asset Management (WAM) team works collaboratively with our clients to address critical issues brought on by current global changes i.e. regulatory changes, globalization, advances in technology, competition and changing demands of their customers.
The team manages engagements with the support of WAM and Consulting resources across all aspects of design, analysis and delivery of WAM solutions. You will support the implementation and delivery of quality deliverables, working and communicating effectively with the engagement team and client’s team to ensure exceptional performance.
Skills and attributes for success
A strong understanding of the Wealth & Asset Management (WAM) industry. In particular, a good understanding of typical Investment Management processes (e.g. front office, middle office, back office etc.), and organizational structures in WAM.
A strong understanding of the technology platforms that service the WAM industry (e.g. order management systems, deal pipeline and contact management systems, trade processing and investment operation systems etc.).
Good understanding of economic, market and asset management trends and issues paired with the ability to interpret their impacts on clients.
Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices.
Strong communications skills and evident working with people and teams from different ethnic backgrounds.
Possess strong interpersonal and teaming skills.
Self-starter and comfortable operating with ambiguity.
Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel.
To qualify for the role you must have
Academic background in Engineering, IT, Business, Economics, Finance or Accounting.
Minimum 6 years’ experience in the WAM industry, having worked with firms such as asset managers, private banks or wealth managers, sovereign wealth funds, pension funds, private equity firms or hedge funds.
Consulting skills, functional and technical knowledge of Aladdin Blackrock / eFront, SimCorp Dimension, Temenos WealthSuite and Avaloq platforms are an added bonus.
Proven capabilities in delivering business transformation projects and programs, Finance Transformation projects and / or Financial Operating Model would be an advantage.
Track record dealing with senior stakeholders and adapting to demanding environments.
Ideally, you’ll also have
Good understanding of key issues being faced by WAM firms and ability to translate that into opportunities for our clients.
Strong stakeholder management skills in understanding strategic direction and being able to convert into cohesive change management strategy and plans.
Proven team / project leadership experience managing delivery teams.
Ability to establish personal credibility quickly and deliver high quality deliverables.
Ability to develop client opportunities and identify market growth opportunities.
Ability to support the business development cycle.
Knowledge of statutory and regulatory aspects of WAM industry.
What we look for
Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.
What working at EY offers
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. We also offer you:
Continuous learning:
You’ll develop the mindset and skills to navigate whatever comes next.
Success as defined by you:
We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
Transformative leadership:
We’ll give you the insights, coaching and confidence to be the leader the world needs.
Diverse and inclusive culture:
You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
Select how often (in days) to receive an alert:
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
#J-18808-Ljbffr

Press Tab to Move to Skip to Content Link
Location:
Other locations: Primary Location Only
Date: 12 Jul 2025
Requisition ID: 690841
At EY, we develop you with future-focused skills, and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We work together across our full spectrum of services and skills powered by technology and AI, so that business, people and the planet can thrive together.
We’re all in, are you?
Join EY and shape your future with confidence.
The opportunity
EY’s consulting professionals bring a wealth of experience in working with major financial institutions to align their operating model and infrastructure to business strategy. We assemble the right multi-disciplinary teams, use consistent and proven global methodologies and tools, and draw on the full breadth of EY’s global network, to deliver value and trusted advice to the clients.
Our key service offerings cover business and technology strategy & transformation, customer and distribution effectiveness, operations, shared services / outsourcing support, performance management, program advisory, enterprise intelligence, risk management and regulatory change.
Your key responsibilities
TheWealth and Asset Management (WAM)team works collaboratively with our clients to address critical issues brought on by current global changes i.e. regulatory changes, globalization, advances in technology, competition and changing demands of their customers.
The team manages engagements with the support of WAM and Consulting resources across all aspects of design, analysis and delivery of WAM solutions. You will support the implementation and delivery of quality deliverables, working and communicating effectively with the engagement team and client’s team to ensure exceptional performance.
Skills and attributes for success
A strong understanding of the Wealth & Asset Management (WAM) industry. In particular, a good understanding of typical Investment Management processes (e.g. front office, middle office, back office etc.), and organizational structures in WAM.
A strong understanding of the technology platforms that service the WAM industry (e.g. order management systems, deal pipeline and contact management systems, trade processing and investment operation systems etc.).
Good understanding of economic, market and asset management trends and issues paired with the ability to interpret their impacts on clients.
Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices.
Strong communications skills and evident working with people and teams from different ethnic backgrounds.
Possess strong interpersonal and teaming skills.
Self-starter and comfortable operating with ambiguity.
Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel.
To qualify for the role you must have
Academic background in Engineering, IT, Business, Economics, Finance or Accounting.
Minimum 3 years’ experience in the WAM industry, having worked with firms such as asset managers, private banks or wealth managers, sovereign wealth funds, pension funds, private equity firms or hedge funds.
Consulting skills, functional and technical knowledge of Aladdin Blackrock / eFront, SimCorp Dimension, Temenos WealthSuite and Avaloq platforms are an added bonus.
Proven capabilities in delivering business transformation projects and programs, Finance Transformation projects and / or Financial Operating Model would be an advantage.
Track record dealing with senior stakeholders and adapting to demanding environments.
Ideally, you’ll also have
Good understanding of key issues being faced by WAM firms and ability to translate that into opportunities for our clients.
Strong stakeholder management skills in understanding strategic direction and being able to convert into cohesive change management strategy and plans.
Ability to establish personal credibility quickly and deliver high quality deliverables.
Ability to develop client opportunities and identify market growth opportunities.
Ability to support the business development cycle.
Knowledge of statutory and regulatory aspects of WAM industry.
What we look for
Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. We also offer you:
Continuous learning:
You’ll develop the mindset and skills to navigate whatever comes next.
Success as defined by you:
We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
Transformative leadership:
We’ll give you the insights, coaching and confidence to be the leader the world needs.
Diverse and inclusive culture:
You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
Select how often (in days) to receive an alert:
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
#J-18808-Ljbffr

Join to apply for the
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
role at
Goldman Sachs
Join to apply for the
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
role at
Goldman Sachs
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
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 management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
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 management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
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. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
PWM is seeking to hire a Singapore based individual to join the sales team as a Wealth Management Professional focusing on trade execution. This will involve working with the broader PWM Team in servicing our private wealth clients in the region as well as helping to grow the overall business in PWM Asia.
How You Will Fulfill Your Potential
Coverage of Asia markets
Execution of stock & listed option orders for clients
Develop an understanding of market dynamics in stock & listed option execution (types of orders, etc.)
Assist in supporting other product execution, including FX, Commodities & fixed income products
Active engagement with clients: provide and pitch stock & derivative trading ideas to clients
Facilitate pricing and execution of OTC derivative trades
Work with in-house structurers/traders and external product providers on equity derivatives idea-generation, pricing and execution
Play a key role in growing sales trading revenues for active clients
Skills & Experience We’re Looking For
Experience in trading stocks & listed options (experience in different asset classes is a plus)
2-4 years relevant experience
Ability to work and focus in a high paced environment in intense market volatility
Good communication skills (fluent in English, Mandarin)
Quick-minded and detail-oriented
Customer-orientated
A good team player, able to manage cross-functional teams
Bachelor degree or above
Suitable backgrounds include professionals who have experience in executing stock & listed option orders in a brokerage or financial institution
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
The Goldman Sachs Group, Inc., 2025. All rights reserved.
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Asset & Wealth Management, Product Strategy & Research, Vice President, Hong Kong / Singapore
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Opportunity Overview sitemap_outline CORPORATE TITLE Analyst language OFFICE LOCATION(S) Singapore account_balance DIVISION Asset & Wealth Management
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 management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
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. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Serve as the liaison for clients regarding inquiries and provides team support
Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
Drive and complete a number of compliance requirements and control related functions
Assist clients with asset transfers
Assist the teams with execution of trades (primarily in FX and Cash deposits)
Handle cash management, foreign exchange transactions, currency hedging and money markets trades
Assist teams in subscribing hedge funds, private equity funds and GSAM funds
Assist on projects related to platform development and other infrastructure issues
Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Basic Qualifications
Ability to work in a fast-paced environment within a team-oriented structure
Ability to work and think clearly under pressure
Team player
Excellent analytical, communication, and interpersonal skills
Strong organizational skills and attention to detail
Knowledge of Microsoft Office software (Outlook, Excel and Word)
Mandarin required due to client coverage
SG CACS Paper 1 & 2 (must be obtained within 90 days of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
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Description

Join Us as a Management Associate – Step Into Leadership in Finance!

Kickstart your journey toward leadership in the finance industry with our structured Management Associate Program —designed to equip you with the skills, exposure, and mentorship to thrive in a dynamic, fast-paced environment.

Why Join Us?

• Monthly Income : $4,000–$6,000 (before bonuses)
• Attractive Incentives : Performance bonuses, signing rewards & milestone-based incentives
• Professional Development :
  • Hands-on exposure to investment management, client advisory & business strategy
  • Structured mentorship & training in finance, leadership & strategic planning
• Perks & Culture :
  • Annual company trips (Asia-Pacific, Europe, USA)
  • Team bonding activities & leadership camps
  • Flexible hybrid work model

Your Role:

• Building relationships with clients
• Manage client financial portfolios
• Engage with clients and contribute to business planning
• Contribute to business planning and manpower growth

Who You Are:

• Diploma or Degree holder (any discipline)
• Proactive, driven, and open to learning
• Great communicator with strong problem-solving skills
• CMFAS papers and financial industry experience are a bonus!

Ready to grow with us?

Apply now and be part of a program designed to shape the next generation of leaders in finance.

As a Wealth Management Associate, you will work alongside senior Relationship Managers in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.

Client Servicing and Administration

• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

Business Management

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity, prepare reports, and support internal communications.
• Assist in client events, pitchbooks, and business development efforts.
• Maintain high standards in administrative efficiency and documentation accuracy.

Investment Support and Development

• Learn core advisory principles and portfolio construction techniques.
• Assist in preparing market updates, asset allocation ideas, and product recommendations.
• Participate in internal investment forums and contribute to discussions.

Risk and Compliance

• Ensure adherence to MAS regulations and KGI internal risk and compliance standards.
• Escalate concerns or deficiencies in a timely and appropriate manner.
• Monitor account documentation, payment instructions, and client activity logs.
• Maintain ethical, compliant behaviour in all interactions.

Requirements

• Bachelor’s degree preferred; relevant certifications (e.g. CMFAS Modules).
• 2–4 years of experience in private banking, wealth management, or client-facing financial services.
• Strong organisational, communication, and interpersonal skills.
• High attention to detail and comfort with fast-paced, multi-tasking environments.
• Fluent in English; additional regional language(s) an advantage.

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Direct message the job poster from ALTUS ADVISORY LIMITED

Join the largest organization in HSBC Singapore - Altus Advisory as a Wealth Management Associate with a competitive salary and bonuses.

Job Description

1. Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
2. Answer questions about financial plans and strategies, providing financial advice.
3. Advise clients on insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
4. Review client accounts and plans regularly to adjust for life changes, economic shifts, or financial performance.
5. Prepare or interpret financial documents, investment reports, and income projections for clients.

Key Benefits

• High starting salary of $4,000 - $,000 excluding incentives
• Quarterly performance bonus of 3,000 - 5,000
• Free qualifications training provided
• Welcome bonus of 1,500 upon confirmation

Requirements

• Singaporean/Permanent Resident
• Only a full certificate in GCE 'A' Level, International Baccalaureate Diploma, diploma from a Singapore polytechnic, or equivalent qualification

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Business Consulting and Services

Referrals increase your chances of interviewing at ALTUS ADVISORY LIMITED by 2x.

Sign in to set job alerts for “Wealth Management Associate” roles.

What you'll be doing:

• Develop and execute strategic sales plans to acquire new clients and deepen existing relationships
• Foster strong, collaborative relationships with key clients to understand their needs and deliver tailored solutions
• Analyse sales data and market trends to identify opportunities and optimise sales processes
• Contribute to the development of sales policies, procedures and training programmes to drive continuous improvement

What we're looking for:

• Minimum Diploma Holder (Polytechnic in Singapore) / Master’s Degree / Bachelor
• Excellent Communication, presentation and good interpersonal skills.
• Self-motivated, committed and determination to succeed.
• No work experience required.
• ONLY Singaporeans and Singapore Permanant Residents need to apply.

What we offer:

We are committed to providing a supportive and rewarding work environment for our employees.
Some of the key benefits include:

• One-on-one comprehensive training, along with professional guidance and mentorship, will be provided to help you build your knowledge and strengthen your soft skills.
• Monthly allowance + attractive commission.
• Flexible working hours & overseas incentive trips.