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Placement Professionals Hiring! Full Time Wealth Management - Business Development in , Earn up to SGD 20,000 - Ricebowl

Wealth Management - Business Development

Placement Professionals

SGD10,000 - SGD20,000 Per Month

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

*************

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

************* '

(Mid–Senior Level | Team Leadership& Advisory Growth)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This Wealth Management & Business Development role sits within a global wealth management platform focused on serving high-net-worth and ultra-high-net-worth clients, as well as institutions such as family offices, foundations, and corporations. You will work as a Business Development Professional, supporting senior advisors in managing client relationships, delivering investment solutions, and driving new business growth.

The position offers exposure to portfolio management, client advisory, and business development, with a long-term pathway towards becoming a Private Wealth Advisor.

Key Responsibilities

In this role, you will:
Support senior advisors in implementing wealth management strategies for clients

Analyze client portfolios, including risk and return characteristics

Prepare presentations and materials for prospective and existing clients

Execute investment transactions across multiple asset classes

Conduct research on investment products and asset allocation strategies

Assist in client servicing and ongoing relationship management

Identify and pursue new business opportunities through outreach and networking

Participate in client meetings and follow-up activities

Manage internal systems related to client relationship management

Coordinate team activities, meetings, and action items

Communicate market insights and research to advisors and clients

Collaborate with internal product and investment teams to meet client needs

Requirements

You should have:
Strong interest in pursuing a career in private wealth management

Good understanding of financial markets and investment concepts

Ability to work in a fast-paced environment and handle multiple priorities

Strong communication and interpersonal skills

Organised, detail-oriented, and capable of managing projects effectively

A proactive and entrepreneurial mindset with the ability to work in teams

Professional certifications such as CFA or CFP are encouraged and may be supported.

Career Development

This role is designed as a long-term development position, providing hands-on experience in client advisory, investment management, and business development. You will gain the skills and exposure needed to progress into a Private Wealth Advisor role.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.



Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.



Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.



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