Wealth Management Associate

Serangoon, Singapore $40000 - $60000 Y Alpha Wealth Financial Advisers

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Job Description

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

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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

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Wealth Management Associate

Geylang $36000 - $84000 Y Search Avenue

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Job Description

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

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Private Wealth Management

Singapore, Singapore $60000 - $80000 Y HUATAI SECURITIES (SINGAPORE) PTE. LIMITED

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Job Description

Job Description:

  • Provide administrative and client service support to Relationship Managers servicing Private Banking clients
  • Understand client requirements and assist relationship managers in daily maintenance of account relationships
  • Assist with account openings or any other client's instructions and interface with client to ensure completion of documentation requirements
  • Handle and follow up clients' enquiries, service requests and complaints in a timely and professional manner
  • Coordinate and communicate with different internal channels to support client's requests
  • Comply with various regulatory requirements, company regulations and management measures
  • Conduct Product Suitability assessment and execute trade instructions for clients
  • Maintain client data and reports and handle administrative duties
  • Other work and hoc tasks when necessary assigned by the supervisors and managers

Qualification:

  • Bachelor Degree or above
  • 3 years & above of relevant experience in the private wealth management industry
  • Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
  • Entrepreneurial spirit with high level of self-motivation
  • A team player, collaborative with excellent communication and interpersonal skills.
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Private Wealth Management

Singapore, Singapore $150000 - $200000 Y HUATAI SECURITIES (SINGAPORE) PTE. LIMITED

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Job Description

Job Description:

  • Responsible for developing and maintaining relationships with different kinds of clients in Singapore and HK
  • Work closely with HK team to develop and implement business strategies and tactics in Singapore, including new projects and products
  • Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs
  • Coordinate and communicate with different internal channels to support clients development
  • Comply with various regulatory requirements, company regulations and management measures
  • Other work and hoc tasks when necessary assigned by the supervisors and managers

Qualification:

  • Bachelor Degree or above
  • 8-10 years of solid experience in wealth management industry
  • Strong connection in acquiring high network customers
  • Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
  • Team-oriented, collaborative and comfortable working in influencing role
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Wealth Management Trainee

Singapore, Singapore $80000 - $120000 Y NIFA

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Job Description

Wealth Management Trainee

High Basic + Comms | No Experience Needed | Career Growth | Flexible Work-Life Balance

Looking for a high-paying, fast-growing career that gives you financial freedom ? Whether you're a career switcher, or someone eager to succeed in finance , this role is for you

What You'll Do:

  • Provide personalized wealth management solutions in investments, insurance, and financial planning
  • Assess clients' financial needs and help them achieve their long-term financial goals
  • Build and maintain strong relationships with clients, offering ongoing financial advice
  • Stay updated on market trends and industry developments to provide informed recommendations
  • Work closely with experienced mentors to develop professional skills and accelerate career growth
  • Grow into a leadership role with clear career progression and structured programme

Who We're Looking For:

  • Career switchers are welcome – No prior experience required
  • Excellent communication and interpersonal skills
  • Ability to build trust and establish long-term relationships with clients
  • Minimum Diploma or Bachelor's Degree in any field – No finance background required
  • SG/ SGPR

What We Offer:

Competitive salary with uncapped commission & performance bonuses

Fast-track career progression – Clear pathways to leadership roles

Industry-leading training & mentorship by experienced professionals

Professional certification sponsorship to enhance your credentials

Flexible working arrangements to support work-life balance

Exclusive travel incentives & recognition programs

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Private Wealth Management

Singapore, Singapore HUATAI SECURITIES (SINGAPORE) PTE. LIMITED

Posted today

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Job Description

Job Description:
  • Responsible for developing and maintaining relationships with different kinds of clients in Singapore and HK
  • Work closely with HK team to develop and implement business strategies and tactics in Singapore, including new projects and products
  • Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs
  • Coordinate and communicate with different internal channels to support clients development
  • Comply with various regulatory requirements, company regulations and management measures
  • Other work and hoc tasks when necessary assigned by the supervisors and managers
Qualification:
  • Bachelor Degree or above
  • 8-10 years of solid experience in wealth management industry
  • Strong connection in acquiring high network customers
  • Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
  • Team-oriented, collaborative and comfortable working in influencing role
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Wealth Management Professional

Singapore, Singapore beBeeFinancial

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Job Description

Financial Career Opportunity

As a Financial Consultant, you will undergo structured training to provide clients with financial planning, estate management, and investment advice services. You will enjoy meeting people, developing new skills, and growing a rewarding career in wealth management.


  • Meet and engage with clients to understand their financial goals.
  • Learn and apply concepts in estate planning, investment strategies, and wealth preservation.
  • Support senior consultants in creating tailored financial plans.
  • Conduct client follow-ups and portfolio reviews.
  • Participate in regular training, seminars, and networking events to enhance your expertise and client base.

  • Degree holders (any discipline welcome).
  • Strong communication and interpersonal skills.
  • Willingness to learn about financial products, estate planning, and investments.
  • Motivated, proactive, and enjoys connecting with people.
  • Able to build trust and long-term relationships.

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Wealth Management Expert

Singapore, Singapore beBeeInvestment

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Job Description

Investment Strategist

We are seeking a highly skilled Investment Strategist to join our team. The successful candidate will have expertise in investment strategies, wealth management, and financial planning.

  • Develop and implement comprehensive investment plans tailored to individual client needs.
  • Provide ongoing portfolio management, monitoring, and optimization services.
  • Stay up-to-date on market trends, economic forecasts, and emerging investment opportunities.

Our ideal candidate will possess excellent analytical and communication skills, with the ability to work effectively in a fast-paced environment.

With our commitment to professional development, competitive compensation, and opportunities for career growth, this is an exciting opportunity for experienced professionals to take their career to the next level.

This advertiser has chosen not to accept applicants from your region.

Wealth Management Expert

Singapore, Singapore beBeeFinancial

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Job Description

Financial Planning Advisor

About Us:

We are a reputable firm specializing in estate planning, wealth management, and investment advisory services for individuals, families, and business owners.

Our mission is to help clients secure their financial future and build lasting legacies through expert guidance and support.

Job Overview

You will be trained to provide comprehensive financial planning, estate planning, and investment advisory services. This role offers an excellent opportunity for those eager to learn, enjoy meeting people, and want to build a rewarding career in wealth management.

Key Responsibilities
  • Engage with clients to understand their financial objectives.
  • Develop expertise in estate planning, investment strategies, and wealth preservation.
  • Assist in creating tailored financial plans under the guidance of senior consultants.
  • Conduct regular client follow-ups and portfolio reviews.
  • Participate in training, seminars, and networking events to expand knowledge and client base.
Requirements
  • Degree holders from any discipline are welcome.
  • Excellent communication and interpersonal skills.
  • A willingness to learn about financial products, estate planning, and investments.
  • Motivated, proactive, and enjoys building relationships with clients.
  • Ability to establish trust and long-term client relationships.

This role requires someone passionate about helping others achieve their financial goals and committed to growing with our team.

This advertiser has chosen not to accept applicants from your region.

Wealth Management Trainee

Singapore, Singapore FLAIR 88 MARKETING PTE. LTD.

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Job Description

About the Role

We are looking for driven, passionate and hardworking individuals to help affluent clients to grow their wealth and broaden our clientele base.

Responsibilities
  • Identify clients' needs through our proven effective in-house diagnostic testing
  • Keep abreast of market news and its impacts to clients' portfolios
  • Curate customised holistic portfolio with detailed analytics
  • Recommend viable solutions to meet clients' objectives and needs
  • Provide regular reviews and analytical reports on clients' investment portfolio
  • Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience
  • Coordinate efforts in delightful experiential events and seminars for existing and prospective clients
Who We Are

We are a young team comprising of 20+ members who are rapidly growing. More than half of the team have achieved stellar perrformance and numerous industry-wide recognised accolades.

We believe in living with flair by advocating work-life balance with work-hard-play-harder mindset.

Benefits:

Full spectrum structured training from wide array of high net worth investment products to analytical tools

Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists

Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements

Dedicated mentorship program with on-the-job training with experienced mentors

Flexible work hours

Flexible leave arrangements

Well-rounded office facilities including gym, shower and swimming pool

Spacious common space with fragrant selection of coffee and tea

Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants

Attractive rewarding remuneration bonus

Fun-filled recreational & sports activties

Minimum qualification: Diploma

Your needs are our concern.
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