319 Wealth Management jobs in Singapore

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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

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A promising wealth management career opportunity offering professional development and networking access.

• Handling client investment portfolios to optimize financial performance.
• Expanding the client base through strategic partnerships and business growth initiatives.
• Providing regular market updates and relevant information to ensure clients are informed decision-makers.
• Participating in industry events and attending seminars to enhance knowledge and skills.

• Degree holders from reputable institutions with strong academic credentials.
• Positive attitude with exceptional interpersonal and communication skills.
• Strong teamwork abilities and a collaborative work ethic.

• Access to professional development and networking opportunities for long-term career advancement.

Job Title: Wealth Management Specialist

As a key member of our team, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals. You will be responsible for managing client portfolios, creating personalized investment strategies, and analyzing data to identify opportunities for growth.

Key Responsibilities:

• Understand the financial requirements of individual and corporate clients.
• Analyze client data to create comprehensive financial plans.
• Develop and implement effective investment strategies to achieve client goals.
• Regularly review and update client portfolios to ensure alignment with their financial objectives.
• Identify opportunities to acquire new customers and grow existing relationships.

Requirements:

• Polytechnic diploma or equivalent qualification.

What We Offer:

• A dynamic and supportive work environment.
• Ongoing training and professional development opportunities.

We are seeking a highly motivated and dedicated individual to join our wealth management team.

This is an excellent opportunity for students interested in financial services and agency management to gain industry-recognised certifications, comprehensive training, and hands-on experience.

• Certifications in the financial services industry will equip you with the knowledge and skills required to succeed in this field.
• A comprehensive training programme will provide you with a solid foundation in financial services and management.
• You will have the opportunity to progress to agency management and take on more responsibilities.
• Direct mentorship from experienced practitioners and industry leaders will help you develop your skills and confidence.
• Rewarding allowances and an iPad will support your learning journey.
• Overseas incentive trips will provide you with valuable networking opportunities and cultural experiences.

• A diploma or full GCE 'A' level qualification is required.
• You must be currently studying in Singapore.
• You must be a Singapore Citizen or Permanent Resident.

• 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.

• 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.

• 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.

• 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.

• 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.