704 Wealth Manager jobs in Singapore

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?

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

• 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.

• 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.

We are looking for driven, self motivated and hardworking individuals to manage clients' portfolios and provide regular investment updates.

Mentorship provided for those new to the industry.

Attractive remuneration and sign on bonus.

Sales experience and/or customer service experience preferred.

Company Description

Prudential Financial Advisers Singapore, backed by Prudential, is one of Singapore's leading life insurance companies. We are dedicated to meeting our customers' financial needs with a wide range of products and wealth advisory services. Prudential Financial Advisers Singapore is licensed and regulated by the Monetary Authority of Singapore (MAS).

Role Description

This is a full-time on-site role for a Wealth Manager, located in Paya Lebar. The Wealth Manager will be responsible for providing comprehensive financial planning services, managing investments, and offering advice on insurance products. Day-to-day tasks will include analyzing clients' financial statuses, developing tailored financial plans, managing client portfolios, and ensuring clients' financial goals are met.

Qualifications

• Singaporean / PR
• Excellent communication and interpersonal skills
• Diploma or degree
• Relevant certifications such as CFP, CFA, or equivalent are a plus
• Experience in wealth management or financial advisory roles is beneficial

What You'll Do:

• Build strong client relationships & understand their financial needs
• Recommend strategies on protection, investments & wealth planning
• Work alongside experienced mentors ( yes, they're fun too )
• Learn how to network, present, and guide clients in making smart money choices
• Be part of a growing team that works hard and plays hard ( bonding trips, food hunts, and more )

What We're Looking For:

• Min. 21 years old and above
• Local Diploma / Degree holders (students & fresh grads welcome)
• Open-minded, curious & motivated to grow
• Good communication skills and a people person
• Applicants must have valid work authorization / residency status in Singapore
  No prior experience needed – full training provided

Perks & Benefits:

• Flexible working hours ( bye 9 – 6 )
• Vibrant team culture & mentorship
• Overseas incentives & retreats
• Career progression with unlimited growth potential
• Allowance + commissions + bonuses

Ready to have fun while building your career? Or want a sneak peek of what it's like to join or before joining our team?

Reach out to me on WhatsApp me at for more available positions

As a Banking and Financial Services Recruitment Specialist, I partner with a range of Banking AND Financial Services clients who are consistently seeking Wealth Managers.

Wealth Managers are generally divided into two primary categories: Bankers and Financial Advisors/Consultants (FAs).

• They offer clients valuable guidance aimed at enhancing financial well-being and achieving specific objectives, such as Wealth/Health Protection, Savings, Investment growth, Retirement Planning, and more
• They interact regularly with clients, often needing to explain complex financial products and services in simple terms and provide exceptional customer service to foster trust

Core Differences between being an FA and Banker:

1) Remuneration

• FA: Self-Employed individuals receiving Commissions (uncapped income ceiling and no KPIs)
• Banker: Permanent Employment which offers fixed Basic Salary and opportunity to earn more through KPI-based Commissions

2) Client Acquisition

• FA: Approach Warm Market (family/friends) + Roadshow, Events + Social Media Marketing + Cold Calling
• Banker: Serve Branch Walk-Ins + Cold Calling (through access to Bank's client database)

3) Products

• FA: Full suite of Insurance Products + Funds + Other Financial Planning services (Wills and Trusts, Estate Planning, etc.)
• Banker: Broad suite of Insurance Products (provided by Bancassurance Partner) + Funds + Secondary Banking Products & Services

4) Working Arrangement

• FA: Fully Flexible - As self-employed individuals, FAs choose their own working days and hours as long as they are able to achieve the income they wish to earn
• Banker: Regimental - KPI-driven management, 5.5 work days, and high frequency of after-office appointments

5) Minimum Education Requirements

• FA: Minimum GCE 'A' Levels, or Diploma from a local Polytechnic, and above
• Bank: Diploma from a local Polytechnic, or Degree of any discipline, and above
  
  In general, part-time Private Diplomas (e.g. Kaplan, MDIS, PSB Academy, etc.) do not meet MAS requirements. Please feel free to reach out if you'd like to verify your specific qualification.

Requirements

• Singaporean Citizens and Permanent Residents (PRs) ONLY
• Upon being shortlisted, pass all Core CMFAS papers before commencement (guidance provided)

Apply Now

Submit your application via the Quick Apply button

OR

Contact Wein Ng for a confidential discussion/consultation via

Why Apply Through Me?

I offer tailored recommendations based on your requirements and factors such as:

• Basic Salary or Allowance/Advancement/Incentive Scheme
• Range of Products and Services (e.g. Life/Health Insurance, Savings/Endowment Plans, Funds, Trust/Estate Planning, Will Writing, etc.)
• Methods for lead generation and client acquisition
• Earning Potential
• Quality of training and mentorship
• Effectiveness of back-office support

With my proven track record and knowledge, I seek to help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng

EA Personnel No: R

EA License No: 02C4944

Singapore | Full-Time | Hybrid Work Available

Summit Planner Invictus , representing Manulife Financial Advisers

Summit Planner Invictus, representing Manulife Financial Advisers , is seeking driven individuals to join our team as Wealth Managers . This is a full-time hybrid role based in Singapore.

You will be responsible for providing financial planning , investment management , and insurance solutions to clients. The role involves assessing financial situations, developing strategies, managing investment portfolios, and ensuring clients achieve their financial goals. Training will be provided for candidates who do not have prior experience.

• Conduct financial needs analysis and develop personalised strategies for clients
• Manage and grow investment portfolios
• Provide insurance and wealth solutions aligned with client objectives
• Stay updated on financial markets, products, and regulatory changes
• Build and maintain long-term client relationships
• Uphold regulatory and compliance standards

• A-Levels, Diploma, or Bachelor's degree
• Strong communication and interpersonal skills
• Analytical and problem-solving ability
• Independent, self-motivated, and able to work in a hybrid environment
• CMFAS RES5, M9, M9A & HI preferred (training provided if not completed)
• Knowledge of financial products and regulations is advantageous
• Professional certifications (CFA, CFP, CPWA) and multilingual abilities are a plus

• Salary: SGD $4,000 – $6,000 / month (base + incentives)
• Structured training and mentorship provided
• Backed by Manulife Singapore , a leading Canadian-based financial services group
• Opportunities to work with high-net-worth clients and develop a professional career in wealth management

At Danny Chua & Associates (agency Prudential Financial Advisers Singapore), we are firm believers that the future belongs to those who believe in the beauty of their dreams and those who dares to achieve it.

Built on trust and client-first mentality, we take pride in guiding our clients' relationships and decisions like a family of our own. These values not only set us apart—they drive our dedication to helping clients achieve enduring success in a supportive, personal environment.

Big moves, bigger goals. We move mountains when we move together.

We are looking for individuals who are self-driven and have great passion for helping people to gain well-rounded protection and wealth accumulation, based on their needs.

What you will be doing

• Provide tailored financial advice and recommend suitable insurance products and solutions aligned with client objectives, including protection, investment, and savings plans.
• Build and maintain strong relationships with clients through regular follow-ups, excellent client service, regarding financial planning, claims and policy renewals
• Drive business development by identifying prospective clients, networking, supporting sales campaigns, and delivering engaging presentations at events or roadshows.
• Ensure strict compliance with regulatory guidelines set by the Monetary Authority of Singapore (MAS), maintain accurate client records, and keep abreast of industry changes and required CPD training hours

Must-have

• Minimum 21 years old, this is a regulatory requirement
• Minimum Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.
• Fresh graduates with no experience are welcome to apply.
• Experienced professionals who are at a crossroad of their career path are welcome for open discussion.
• Self-motivated personality and positive attitude.

Join UsJoin one of the Agencies in Prudential Financial Advisers Singapore. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore's leading life insurance companies.

Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial Consultant and Wealth Manager, and at the same time in the role as an Agency Leader.

The agency has a very healthy mix of senior Wealth Managers who have years of experience in the industry and well versed in full spectrum of insurance operations, as well as relatively new and junior Wealth Managers. You can tap on the experience of these successful Wealth Managers.

We are looking for individuals who are self-driven and have great passion on helping people to gain full insurance protection and wealth accumulation, based on their needs. We are looking for entrepreneurs, not just another Wealth Manager.

You would be embarking on a fulfilling career that can't be measured by money alone; a career that recognizes real efforts and real results; a career that is also about the well-being of others, by helping people and their families to secure their wealth accumulation and protection needs. And if you excel, you will be rewarded too

We always believe that this is not just another job, but a career with great purpose.We envision ourselves being one of the best agency units and developing a trusting relationship between clients and Wealth Managers. Therefore, we are careful in our selection, because we want to get the "right people". We have a proven top-of-the-market assessment tool for you to know yourself better, and with the report, knowing your strength and weaknesses, we can work together.

If you possess our requirements and have the trust and confidence that we can value add to your life, we would like to meet you.

Basic Requirements:·

• Minimum 21 years old (Regulatory requirement).
• A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.
• No working experience required.
• Experienced professionals who are in a crossroad of their career path are welcome for open discussion.
• Self-motivated personality and positive attitude.
• Personal Banker and Relationship Manager can consider this career too.
• Experienced Sales Executives and Practitioners, Recruitment Officer, Event Planner are welcome too if new to the financial services industry but have the right aptitude.
• We also welcome Secretaries, Accountants, Engineers, Auditors to this industry if you are contemplating mid-career switch. We will provide you with the necessary and comprehensive training.

Remuneration Package and Benefits*

• Structure training provided.
• Interesting platform and activities to engage and acquire clients.
• Friendly and fun working environment.
• Career Progression.
• High basic allowance with commission plus bonus ($3,000 - $10,000)*

*Terms and Conditions Apply. Commissions & Incentives are payable based on individual performance.

Intrinsic Requirements

• Strong desire to succeed in life and be financially free.
• A passion to serve and self-driven, willing to learn at all times.
• Willing to work flexible hours and take this as your own business, not just another job or profession
• Believe that you deserve better than what you have now.

Job Responsibilities:

• Client acquisition and relationship management.
• Financial planning for both personal and corporate clients.

Why Join Us?

• Learn from our insurance veteran, Alan Lok, and the opportunity to leverage on his strong customer relationship to jumpstart in this career.
• Able to tap on the experience of our successful Wealth Managers who are well versed in full spectrum of insurance operations.
• Conducive working environment.
• Company and agency sponsored incentive trips to major destinations in the world. (Qualifying criteria apply).
• Comprehensive training conducted by Alan, senior Wealth Managers and invited external speakers, and company's continuous professional development.
• Accelerated management advancement path for suitable and selected Wealth Managers.
• We will invest time and resources on you: personalized coaching and joint field work with Alan or a senior Wealth Manager.

ACT NOW (if not now, then when?) Message Us. Find out what you have been missing all this while. Alan Lok H/p).

Email:

Profile: 

Business Card:

Alan Lok & Associates, a FA unit of Prudential Financial Advisers Singapore.

(Approval Code: PFA18Sep24DM27)

Already have Finance experience? We'd love to have you on board — plus, we've got attractive transitional allowances to support you

What You'll Do:

• Forge lasting client relationships
• Recommend financial strategies to help clients grow and secure their future
• Keep clients updated on market trends & investments
• Turn client goals into real-life results and celebrate wins together

Earnings & Rewards:

• Competitive Remuneration: Bring home $4K–$6K/month base + bonuses + commissions
• Global incentive trips worldwide – all sponsored by the company

What We're Looking For:

• Applicants who have residential status in Singapore & legally eligible to work in Singapore without sponsorship
• Local Diploma / Degree holders (students & fresh grads welcome)
• Open-minded, curious & motivated to grow
• Energetic, outgoing, and enjoy meeting people
• No prior experience needed – full training provided
• Weekly Academy Session

Ever wondered what it's like to build a career in the financial world but aren't quite sure where to start?

If your curiosity is sparked and you're ready to explore, let's chat Reach out to or drop me a WhatsApp at to find out more about the exciting positions waiting for you.