Total 3 job vacancies by Placement Professionals

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

(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.

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(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

We are looking for an experienced Wealth Planner specialising in Ultra High-Net-Worth (UHNW) clients, with a strong background in philanthropic advisory. This role is suited for a seasoned professional who brings an established client portfolio and a proven ability to deliver highly customised wealth solutions.

You will play a key role in advising affluent individuals and families on wealth preservation, legacy planning, and charitable giving, while integrating your existing client base into the firm’s platform.

Key Responsibilities

• Build, manage, and grow relationships with UHNW clients and their families
• Transition and integrate your existing client portfolio into the firm smoothly
• Develop tailored financial strategies covering investment planning, risk management, tax optimisation, and estate structuring
• Advise clients on philanthropic initiatives, including setting up foundations, endowments, and donor-advised funds
• Collaborate with internal specialists such as tax, legal, and investment teams to deliver holistic solutions
• Identify and recommend curated investment opportunities aligned with clients’ financial objectives
• Stay informed on market developments, regulatory changes, and trends in philanthropy and impact investing
• Provide ongoing portfolio reviews and strategic advice to support long-term wealth and legacy goals

Requirements

• At least 5 years of experience in wealth management, private banking, or financial planning with UHNW clients
• A strong, transferable portfolio of UHNW clients
• Demonstrated expertise in philanthropic advisory and charitable planning strategies
• In-depth knowledge of estate planning, tax structuring, and investment management
• Relevant professional certifications such as CFP, ChFC, or equivalent
• Strong relationship management skills with the ability to engage sophisticated clients and stakeholders
• Excellent communication skills, professionalism, and a high level of integrity

What We Offer

• Competitive compensation with performance-based incentives
• Access to an exclusive network of UHNW clients and philanthropic platforms
• Opportunities for career advancement within a high-performing environment
• Support from experienced professionals across tax, legal, and investment advisory functions

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

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 within a well-established financial services firm in Singapore that specialises in comprehensive financial planning, with a strong focus on retirement and legacy planning for individuals and families. The organisation is known for delivering tailored, evidence-based financial advice grounded in modern financial principles.

You will join the private wealth management team as a Wealth Planner, working closely with a Senior Advisor to support client engagement and enhance the overall advisory process. This position is ideal for individuals seeking a long-term career in wealth management, even without prior financial experience, as structured training and development are provided.

Key Responsibilities

• Support client meetings by attending both virtual and in-person sessions
• Document meeting discussions, key insights, and agreed next steps
• Maintain accurate client records by updating internal systems and documentation
• Prepare presentation materials to support client engagements
• Manage post-meeting follow-ups, including correspondence and information gathering
• Coordinate with clients to schedule appointments and advance advisory processes
• Collaborate with team members to ensure timely completion of tasks and deliverables
• Utilise tools within the Microsoft 365 suite (e.g. Outlook, Word, Excel, PowerPoint) to support daily operations
• Deliver a high standard of service to enhance the overall client experience

Requirements

• A minimum of a diploma qualification
• Proficiency in Microsoft Office tools, particularly PowerPoint
• Strong attention to detail and organisational skills
• Good interpersonal skills with a collaborative, team-oriented mindset
• A genuine interest in supporting clients and contributing to their financial journey
• Availability to work standard office hours (Monday to Friday, 9am to 6pm)

No prior financial or investment knowledge is required, as training will be provided.

Training & Career Development

You will receive structured training and personalised development support as part of a clear career pathway. Over time, you will build the knowledge, certifications, and experience required to progress into a Senior Advisor role, where you will take on full advisory responsibilities and guide clients through their financial journeys.

Work Culture & Benefits

• Supportive, collaborative, and family-oriented work environment
• Opportunities for continuous learning and professional growth
• Medical coverage and outpatient benefits
• Discounts on selected investment and insurance products