- Singapore
Sepenuh Masa Wealth Management - Business Development Jobs, salary up to SGD 20,000 in Placement Professionals - Maukerja
Wealth Management - Business Development
Placement Professionals
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
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.
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)
*************
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.
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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