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500+ Wealth Management Jobs - July 2026 - Urgent Hiring
Showing 574 jobs results for
"wealth management"
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Manage Alert
SGD6,000 - SGD6,000 Per Month
Singapore
- Develop and maintain strong, long-term relationships with clients.
- Meet with clients to understand their financial goals, priorities, and changing needs.
- Conduct regular client reviews and follow-ups. ...
Posted
7 days ago
Undisclosed
KL City
- Market Research: Look into the competition, analyze industry trends, and gather information to figure out what new investment products our clients need.
- Data Analysis: Help track and analyze the product performance and sales performance data of our existing products (like mutual funds or structured products, bond).
- Product Support: Assist in drafting or redesigning investment product training kits, product sales kits, and other new launches and focus products. ...
Posted
7 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Trade processing and settlement of Unit trust and Bonds
- Ensure timely accurate and timely execution
- Collateral Monitoring: Monitor excess and follow up with business unit ...
Posted
8 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment & management
- Estate, Legacy and Investment Planning for Mass Affluent and High Net Worth clientele
- Effective and Powerful Sales & Marketing Techniques ...
Posted
14 days ago
SGD1,000 - SGD1,000 Per Month
Newton
- Assist with research and analysis of financial markets, investment opportunities, and client portfolios to support strategic decision-making.
- Support the preparation of financial plans, including cash flow analysis, estate planning, and tax optimization strategies.
- Help maintain accurate client records using customer relationship management (CRM) software and financial software tools. ...
Posted
19 days ago
Bank Of China Limited Singapore Branch
Undisclosed
Singapore
- Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
- Be well-versed in the bank’s products and services to address customers’ financial needs
- Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue ...
Posted
14 days ago
UOB KAY HIAN PRIVATE LIMITED
SGD10,000 - SGD10,000 Per Month
Singapore
- Develop and acquire new clients through prospecting and leveraging on the firm's networks, platform and services
- Provide investment advisory to High Net Worth clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile
- Ensure clients’ compliance with the Company and industry rules and regulations ...
Posted
14 days ago
ProVision Wealth Advisory
SGD7,000 - SGD10,000 Per Month
Singapore
- Job Description:
- Understand clients’ financial needs and recommend suitable solutions
- Advise on Protection, Savings, and Investment products ...
Posted
14 days ago
Professional Investment Advisory Services Pte Ltd
Undisclosed
Singapore
- Elite Leadership: You will be personally developed under the mentorship framework of Edy Hartono, B.Eng, CFP, IBF Fellow (Senior Financial Services Director and former President of the Financial Planning Association of Singapore). Edy is highly passionate about building a professional team culture focused on strong ethics and sustainable growth.
- Validated Success Engine: Under Edy's leadership, Polaris Advisory Branch 1 has consistently produced top-tier industry achievers, including MDRT, COT, and TOT qualifiers. You aren't guessing what works; you are plugging into a proven blueprint.
- The Power of an Open Platform (PIAS): Backed by Professional Investment Advisory Services Pte Ltd (PIAS)—a pioneering, MAS-licensed firm with 25 years of heritage—you will have open-architecture access to market-wide solutions. You can genuinely put your client's needs first across savings, investments, protection, and retirement. ...
Posted
21 days ago
Undisclosed
Singapore
- Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope?
- HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a wide variety of wealth and risk management products and services to our clients throughout the Asia-Pacific region. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
- Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC. ...
Posted
21 days ago
Alliance Bank Malaysia Berhad
Undisclosed
KL City
- Responsible for sales of deposits and FOREX (fee-based income) to meet financial needs of small and medium-sized enterprises (SME)
- Proactively acquire new relationship (NTB) for high value customer.
- Actively drive for deposits, identify business opportunities and ensure targets allocated are met. ...
Posted
2 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
2 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
4 days ago
Hong Leong Bank Berhad
Undisclosed
KL City
- Strategic Business Planning: Support the Head of Wealth in developing the Wealth Malaysia strategy (client growth, AUM, revenue, and product penetration); prepare annual business plans, board presentations, and track progress against key transformation initiatives.
- Performance Management and Analytics: Own the business performance rhythm by monitoring financial, sales, and RM productivity metrics; prepare regular performance dashboards and provide actionable insights to improve portfolio growth.
- Governance and Business Cadence: Ensure discipline across leadership meetings, monthly business reviews, and decision-making forums by managing agendas, tracking action deliverables, and monitoring timelines and escalation items. ...
Posted
3 days ago
Undisclosed
Singapore
- Analyze business and functional requirements and translate them into test scenarios, test cases, and validation plans.
- Perform end-to-end business, functional, integration, regression, and user acceptance testing (UAT) across Wealth Management platforms.
- Validate front-to-back business processes, client journeys, and investment-related workflows. ...
Posted
4 days ago
Undisclosed
Singapore
- Engaging with stakeholders to drive & lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement
- Leading a workstream or component of a project, taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesising clear insights from complex information, and developing content that clearly articulates recommendations
- Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally ...
Posted
6 days ago
Undisclosed
Singapore
- Gaining immediate hands-on experience and skills by working directly with senior leaders with the world’s largest asset and wealth managers.
- Collaborating with senior executives in the global asset and wealth management industry to solve complex challenges.
- Engaging directly with clients, working on global projects and the opportunity to take on increasing responsibilities for career growth. ...
Posted
6 days ago
Undisclosed
Singapore
- Work, often with alongside a team, on client projects
- Actively participate in project and client meetings
- Produce materials for business engagement meetings (e.g. PowerPoint decks) ...
Posted
6 days ago
TECHCOM SOLUTIONS (SINGAPORE) PTE. LTD.
SGD6,500 - SGD6,500 Per Month
Singapore
- · Experience in Wealth Management Platform forSwiss & APAC regions.
- · A Platform knowledge with strong insights intoUser journeys and F2B Business Processes across functions
- · service scope includes front-to-back validationand assurance activities such as scope assessment, AI-driven requirementvalidation, test design, execution, and continuous evaluation of system andagentic outcomes ...
Posted
6 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
7 days ago
Undisclosed
Singapore
- Lead and develop the Operations team to deliver efficient, accurate, and client-focused operational services.
- Oversee end-to-end operations, including client onboarding, trade lifecycle management, settlements, reconciliations, and exception resolution.
- Ensure operational excellence by maintaining strong controls, managing operational risks, and ensuring compliance with regulatory and internal requirements. ...
Posted
7 days ago
Undisclosed
Singapore
- Assist in implementation of WM business initiatives, such as platform enhancements, and investment products and services rollouts to drive greater efficiency and productivity for the SG WM business
- Collaborating with other departments in the SG branch to farther achievement of branch goals whilst promoting SG WM goals
- Providing ongoing support by preparing business revenue report and business strategy material to support senior executive and WM frontline ...
Posted
8 days ago
Undisclosed
Singapore
- As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
- Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
- We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. ...
Posted
11 days ago
Undisclosed
Singapore
- Strong proficiency in communication and critical thinking.
- Prior experience is not a requirement.
- Min Local Diploma / Bachelor Degree ...
Posted
23 days ago
Undisclosed
Singapore
- Work with Business, Products and other supporting Functions (such as Finance, Technology, Legal & Compliance, Risk etc) to support new products and services
- Represent Operations in Functional Specialist Meeting to document process flows for new products and services and coordinate product papers review
- Manage tracking and closure of project and change deliverables in relation to new product and services ...
Posted
11 days ago
Undisclosed
Singapore
- Process and verify stock transfer instructions from clients and internal stakeholders
- Coordinate with external custodians and brokers to facilitate stock transfers
- Conduct thorough checks to ensure compliance with regulatory requirements and internal policies ...
Posted
12 days ago
SGD3,000 - SGD10,000 Per Month
WFH
Serangoon
- Flexible schedule
- Professional development
- Work from home ...
Posted
24 days ago
Undisclosed
Singapore
- Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
- Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
- Ensure seamless customer experience from client application, medical to policy inception ...
Posted
24 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
14 days ago
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