Wealth Advisor

placeBukit Merah scheduleFull-time calendar_month 
This is an exciting opportunity for a seasoned professional to apply their fiduciary, wealth management, tax planning, and high net worth knowledge to a diverse and high-profile client base
  • The ideal candidate will have a minimum of 4 years of experience in the finance industry, with a proven track record of managing and growing client relationships, providing strategic financial advice, and maintaining the highest standards of ethics and professionalism
  • Bachelor’s degree in Business, Finance, Accounting, or related field
  • Minimum of 4 years of experience in financial planning or wealth management, with specific experience working with high-net-worth clients
  • In-depth knowledge of financial planning, tax planning, estate planning, and investment management
  • Proven ability to act as a fiduciary, with a strong commitment to ethical behavior and compliance with all financial regulations
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial information and provide clear, strategic advice
  • Proficient in financial planning software and Microsoft Office Suite
  • Self-motivated and goal-oriented, with a proven track record of business development and client retention
  • Must be based in Singapore
apartmentProVision Wealth AdvisoryplaceBukit Merah
Are you ready to embark on a career that empowers you to impact others’ lives while building your own financial success? We are looking for ambitious individuals to join us as Wealth Advisor (Management Trainee) where Career growth, flexibility...
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Wealth Adviser

apartmentST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITEDplaceBukit Merah
About Us Understanding and managing your wealth should be simple. That’s why we make it personal. At SJP, we specialise in providing you with high-quality advice, from high-quality professional advisors, to help you achieve your life goals...
business_centerHigh salary

Wealth Advisor

placeToa Payoh, 7 km from Bukit Merah
This is an exciting opportunity for a seasoned professional to apply their fiduciary, wealth management, tax planning, and high net worth knowledge to a diverse and high-profile client base  •  The ideal candidate will have a minimum...