Wealth Manager - Toa Payoh

apartmentInvictus Advisory placeToa Payoh scheduleFull-time calendar_month13/3/25

Benefits:

Tiered financial reward system to recognise high achievers
Career guidance and senior mentorship
Company culture that prioritises being efficient
Dynamic environment to maximise each individual potential

We are currently expanding aggressively in the region and are looking for passionate, driven and self-motivated candidates to join us a Relationship Manager.

We offer B2B and B2C solutions in the current financial services space. With multiple disciplinary in-house providers, we deal with matters from legal, financial and banking perspectives.

You will provide customized solutions for your client's Wealth Preservation and Personalised Wealth Investment needs through our wide range of comprehensive services and financial products from our partners.

Structured and diverse learning modules will be provided to ensure that you have every technical and commucation skill to perform at your best potential

Comprehensive on the job training will be provided continuously for professional development and career advancement in financial services.

Responsibilities:

Excellent client service

Advisory services on day to day basis

Providing one stop advisory to clients through offering suitable wealth management solutions and their needs

Play an active part in sales campaigns and activities

Requirements:

Self-motivated, confident and positive individual

At least 21 yo & above

Minimum A level’s/Diploma from a recognized institution

Outspoken with excellent communication and interpersonal skills

Ability to work with a diverse group of people.

Candidates with client servicing experience will have an added advantage.

Interested applicants are invited to send your updated resume via Apply Now.

By submitting your personal data and/or resume, you give consent to collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.

thumb_up_altRecommended

Institutional Wealth Advisor (Wealth Management, $15-20K) (ID: 669853) - Toa Payoh

placeToa Payoh

bilingual skills. Qualifications • Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles. • Bachelor degree in relevant majors, preferably an MBA degree...

check_circleNew offer

Personal Wealth Manager - Toa Payoh

apartmentHSBC BANK (SINGAPORE) LIMITEDplaceToa Payoh

a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management...

local_fire_departmentUrgent

Personal wealth manager (foreign bank)

placeSingapore River, 5 km from Toa Payoh

week, branch hours) • Potential earnings: Competitive base salary, along with performance-based incentives about the Job: This is a client-facing sales position within a branch, where you will focus on: • Engaging with, prospecting, and managing...