651 Wealth Management jobs in Singapore

Under the Wealth Management Associate, you will begin your two-year programme with an invaluable one-month induction, picking up broad-based financial and skills training with your cohort associates.

You will be exposed to different products and projects, building a solid foundation of experience and knowledge in your respective areas.

Together with mentor-ship and networking opportunities with our senior management, the programme will harness your potential and fast track your career in operational excellence.

Job Description

·Build up strong client base and provide excellent customer service.

·Be up to date of financial developments and update clients of their financial progress

·Build strong rapport with stakeholders to ensure long term business relationship

·Help clients do well in their business and finance

·Attend to customers' needs and provide solutions

·Learn about of unique approach towards a holistic financial planning through Total Portfolio Advisory (TPA)

About the Perks

· Selected candidates will be groomed to be highly effective and competent professional

· Accelerated career advancement track

· Basic (Salary negotiable depending on relevant working experiences)

· With Performance bonus and Management Incentives (Depending on individual and team production)

· Overseas conference and incentive trips (Fully Covered)

· Intensive Training provided

About You

· With or without experiences are welcome to apply (Training Provided)

· Minimum with Diploma from local Polytechnics only or recognized Degree in any field or equivalent

· Willing to travel

· Candidates with or have knowledge in Business Finance r or Business Management background to understand the economic market trend in investment will be an added advantage

· Self-motivated, disciplined and result oriented

· Strong Communication and leadership quality

· Good interpersonal skill and able to relate with people of all levels

· Excellent business acumen and keen eyes for detail

· Able to work independently with minimal supervision

Job Types: Full-time, Commission, Permanent

Salary: $3, $0,000.00 per month

Edit jobStatus:OpenView public job page

Job Type: Full-time

Pay: 3, 10,000.00 per month

Benefits:

• Flexible schedule
• Professional development
• Work from home

Education:

• Local Polytechnic Diploma (Required)

Work Location: Hybrid remote in Singapore

Looking for a rewarding student life and get ahead of your peers in qualifications and experience?

We have internship programmes specially catered for students in financial services and agency management:

• Industry recognised certifications in financial services industry

• Full training on financial services and management

• Opportunity to progress to agency management

• Direct mentorship from practitioners and industry leaders

• Rewarding allowances and iPad to support interns in the programme

• Overseas incentive trips

Requirements:

• Local Poly Diploma or Full GCE 'A' level and above;

Are you a passionate wealth management professional who's tired of the constant struggle for new leads? Do you feel stuck in your current role, unable to grow your client base and reach your full potential?

We understand the challenges you face in this competitive industry. That's why we're offering a unique opportunity to join a supportive and dynamic firm where you can focus on what you do best: building relationships and providing exceptional service to clients.

In this role, you will:

• Manage and grow a portfolio of high-net-worth clients.
• Develop and implement comprehensive financial plans.
• Work collaboratively with a team of experienced professionals.
• Have access to a robust lead generation system and marketing support.

We provide the resources and infrastructure so you can spend less time prospecting and more time advising. We offer a competitive compensation package, a clear path for career advancement, and a culture that values collaboration and personal growth.

If you're ready to take your career to the next level and are passionate about helping clients achieve their financial goals, we want to hear from you.

Apply now and let's discuss how we can help you succeed

Get a head start to achieving financial independence by being your own boss

Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.

Join the dynamic team at CO Wealth Advisory and we will show you proven methods how to:

• Build a recurring income 2 to 3 times more than what you could make in most corporate jobs within the next 3 to 5 years.
• Apply an entrepreneurial mindset to develop business opportunities, sharpen your engagement skills, and gain financial intelligence.
• Be in control of your time and activities: Choose what kind of financial expert to become, and which client networks you want to build.

Ready to CLIMB to the top? Send your resume to

Responsibilities

Providing financial advice and services to individual and corporate clients for wealth protection, growth and transfer in areas such as life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.

Requirements

• Candidates who DO NOT need work visa sponsorship to work in Singapore.
• A Levels, Full Diploma (3 years) or Degree holder.
• Early career, Fresh grads or Undergraduate students.
• Full-time or Part-time positions available.
• No prior sales or financial experience needed, full training is provided.
• Motivated, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Benefits

• Joining bonus and monthly cash allowance scheme.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second.
• Unrestricted, recurring, and multiple streams of income through attractive commissions and renewal bonuses.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

CO Wealth Advisory Group Pte Ltd (UEN: H) is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: G).

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Job Types: Full-time, Fresh graduate

Benefits:

• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Professional development

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus
• Yearly bonus

Work Location: In person

Application settingsApplication method

• Email

Require CV

• Yes

Application updates

• Plus, send an individual email update each time someone applies.

Candidates contact you (email)

• Yes, email address provided

Application deadline

• No

Job Types: Full-time, Fresh graduate

Pay: $4, $10,000.00 per month

Benefits:

• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Professional development

Work Location: In person

Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?

If you are looking for a new setup with system and structure in place to success, or a change of new environment to bring your passion into the next career, find out more

Sounds like a dream career? Then you'll fit right in at Atlas Advisors Group.

We believe in making a difference in this career path. It's not just another job. We are looking for creative minds focusing on innovation, strong learner and the ability in client management.

Our top associates are among the industry top earners, their income range from $150,000 to a $500,000 dollars per annul.

We work with over 46 insurers partnership to provide comprehensive planning for clienteles. Coaching and training in terms of Marketing, Clients Engagement and innovative leads generation provided. Fast track career progression for management role. Sounds rewarding? Join us today

Opening Positions

• Wealth Manager (Junior and Mid-Level)

• Team Leader (Mid-Level with experience)

• Sales Management Trainee

• General Insurance Broker (Part-time available)

Job Responsibilities

• Providing Financial Portfolio Advisory with over 40 insurers partnership.

• HNW and Private Client Wealth Asset Management.

• Business Strategies, Will-Writing, Trust and Estate Planning

• Group and Company Employee Benefits

• Increase and Manage Investment AUM with strong Investment Knowledge.

• Risk Management and Wealth Preservation.

• B2C and B2B collaboration.

• Creative mind in Marketing and Social Media knowledge is a plus.

• Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)

Job Requirements

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma or Professional Degree in any field.

• Applicants should be Singaporean citizens.

• Experienced sales/advisory experience with the banks and the insurance companies will have added advantage.

Benefits

• Attractive high package for bankers and experienced candidates.

• Start-Up Income schemes available for qualified candidates.

• Performance-based incentives such as allowance, commission and overseas trips.

• Over 10 overseas incentives trips to be hit every year.

• Yearly Performance Bonus.

• Industry and company recognition, e.g. Million Dollar Round Table Award

• Continuous professional development through a comprehensive training and development program

• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates.

To join us and make a real difference, send in your resume to

We regret that only shortlisted candidates will be notified.

Are you embarking on a new career or a mid-career switcher looking to explore a different job scope?

HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a wide variety of wealth and risk management products and services to our clients throughout the Asia-Pacific region. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The solutions we offer creates broad and lasting impact, helping clients to be more confident in their futures.

We are currently expanding and looking for ambitious, self motivated and disciplined candidates to join our team.

Job scope:

• Assist clients in their financial goals through wealth & risk management solutions

• Regular review and updates clients on their investment portfolios

• Estate planning for high net worth clients

• Managing corporate risk for business owners and key partners

-Client acquisition & servicing to retain and develop sustainable relationships over long term

Remuneration Package & Benefits:

• Fast career advancement opportunity

• Structured trainings provided

• Friendly and supportive working environment

• Personal mentorship and coaching

• Transition package for mid-career switcher (terms & conditions apply)

Requirements:

• At least a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field

• Must be above age 21 (local regulatory requirement)

• Singaorean and Permanent Resident only (local regulatory requirement)

• Experience not necessary as training will be provided

• Good knowledge of banking, investment and wealth management products is an added advantage

Wealth Management Internship (NextGen Program)

Program Details

• Duration: 6 months
• Monthly Allowance: Up to $2000 for undergraduates, up to $4000 for graduates.
• Flexible working hours
• Location: CBD + WFH

Program Requirements

• SG and PR, no sponsorship
• Graduated from local polytechnics or any universities from 2023 to 2025
• Graduating from local polytechnics or any universities in 2025 and before 30 Apr 2026
• You must be at least 21 years old, as this is a regulatory requirement

No experience is welcomed to apply.

Benefits

• Acquire financial literacy and advisory skills through professional certifications that gives you a head start when you join the industry.
• Opportunity to learn from organization members through various chats and events throughout the programme.
• Access to networking opportunities where you are able to build meaningful connections with professionals in the industry
• Get mentored by experienced professionals and benefit from their insights and tips on how to navigate both personal and professional challenges.

Program Curriculum

• Training by leaders
• Exposure to organization culture and executive leadership
• Career Options in the Financial Services Industry
• Wealth Management – Retirement, Wealth Expansion/Preservation
• Risk Management – Corporate/Individual Risk Calculation
• Financial Portfolio Design and Architect
• Sales and Marketing Concepts
• Business Management & Principles of Entrepreneurship
• One to one mentorship by top mentors

Job Scope:

• Guide individuals and families in planning for financial security
• Build long-term client relationships with trust and care
• Leverage proven tools and strategies to deliver tailored solutions

Who We're Looking For:

• Entry level graduates or early-career professionals (all disciplines welcome)
• Outgoing, motivated, and eager to learn
• Passion for people, personal growth, and making a difference

What You'll Get:

• Basic salary (Starting from $3,000) + attractive performance incentives
• Professional certifications fully sponsored
• Personal mentorship and structured training program
• Fun, supportive team culture with young and driven peers
• Career progression into management or specialist tracks

Unlike traditional agencies, we focus on a family-like, supportive culture where mentorship and teamwork come first. You'll never feel like you're on your own — we grow together as a team.

Location: Paya Lebar Quarter

Position Type: Full-Time Remote

To apply, kindly click APPLY NOW to submit your latest CV.

We regret that only shortlisted candidates will be notified.

SARC

EA Registration No.: R

EA License No.: 25C2695

Job Types: Full-time, Permanent

Pay: $, 7,000.00 per month

Benefits:

• Dental insurance
• Health insurance

Work Location: In person

Job title: Wealth Management Assistant (Japanese Speaking)

Reference ID: 36885

Salary Range: 5, ,000 SGD

Our client is a leading financial institution in Singapore, seeking a Wealth Management Assistant to support their Wealth and Corporate Client Solutions division.

【 Responsibilities 】

- Manage and monitor clients' investment portfolios.

- Prepare investment proposals for clients and prospects, including data processing in Excel and preparing presentations in PowerPoint.

- Provide documentation support (e.g., account opening, source of wealth verification, cash flow management).

- Draft internal reports, marketing materials, and various internal/external correspondences.

- Receive clients' trade orders, perform pre-trade checks, and support execution and approvals.

- Maintain up-to-date information using internal systems.

- Liaise with internal teams in Singapore, Japan, and other regions, as well as external stakeholders, including vendors.

- Handle phone calls, client inquiries, and prepare related documents, including English–Japanese translations.

【 What you will receive 】

- Variable Bonus (Depends on Company and Individual performance)

- Annual Leave: 21 days

- Medical Leave: 14 days

- Medical Benefits

【 Requirements & Preferences 】

(Must)

- Bachelor's degree or higher.

- 1–3 years of relevant work experience in a financial institution.

- CACS Paper 1 and Paper 2 certifications.

- Proficiency in Japanese (speaking, listening, and writing, JLPT N2 or equivalent) to effectively communicate with Japanese-speaking internal and external stakeholders.

- Proficiency in Microsoft Excel and PowerPoint for data analysis and presentation preparation.

(Advantageous)

- Strong communication and interpersonal skills.

- High attention to detail with accuracy in documentation.

We regret that only shortlisted candidates will be notified.

Registration No.: R Stanley Neo Khay Liang)

Recruitment Licence: 12C5051