- Singapore
Full Time Wealth Manager Jobs, salary up to SGD 10,000 in Placement Professionals - Ricebowl
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Job Description
Responsibilities
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
WhatsApp
+*************
or email
*************
I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.
*************
NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.
Overview
This role is for a Wealth Manager based in Singapore, focusing on delivering financial planning, investment management, and long-term wealth strategies for clients. The position involves advising individuals on portfolio structuring, insurance solutions, and asset growth, protection, and transfer.
It is suitable for both experienced candidates and fresh graduates, with mentorship provided to support development in the role.
This role combines financial advisory, portfolio management, and client relationship management, with a focus on delivering practical and structured wealth solutions.
Key Responsibilities
Provide financial planning services tailored to individual client needs
Recommend investment opportunities and manage diversified portfolios
Develop and implement long-term wealth strategies
Analyse client risk profiles and align solutions accordingly
Advise on insurance solutions as part of overall financial planning
Support clients in achieving their financial goals through ongoing engagement
Requirements
A Bachelor’s degree in Finance, Economics, Business Administration, or a related field
Knowledge of Financial Planning, Investment Management, and Investments
Understanding of Finance and Insurance concepts
Strong interpersonal, communication, and client relationship management skills
Ability to work in a team and manage priorities effectively
Career Development
Mentorship and training provided, including for fresh graduates
Exposure to financial planning, portfolio management, and client advisory
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.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456) on
+*************
or email
*************
I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.
*************
NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.
Overview
This role is for a Wealth Manager based in Singapore, focusing on delivering financial planning, investment management, and long-term wealth strategies for clients. The position involves advising individuals on portfolio structuring, insurance solutions, and asset growth, protection, and transfer.
It is suitable for both experienced candidates and fresh graduates, with mentorship provided to support development in the role.
This role combines financial advisory, portfolio management, and client relationship management, with a focus on delivering practical and structured wealth solutions.
Key Responsibilities
Provide financial planning services tailored to individual client needs
Recommend investment opportunities and manage diversified portfolios
Develop and implement long-term wealth strategies
Analyse client risk profiles and align solutions accordingly
Advise on insurance solutions as part of overall financial planning
Support clients in achieving their financial goals through ongoing engagement
Requirements
A Bachelor’s degree in Finance, Economics, Business Administration, or a related field
Knowledge of Financial Planning, Investment Management, and Investments
Understanding of Finance and Insurance concepts
Strong interpersonal, communication, and client relationship management skills
Ability to work in a team and manage priorities effectively
Career Development
Mentorship and training provided, including for fresh graduates
Exposure to financial planning, portfolio management, and client advisory
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.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
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