Total 32 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

(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 of the Position

This role is for a Wealth Solutions Development Manager within an established global financial organisation. The position focuses on managing client portfolios, delivering tailored investment solutions, and building a team to support business growth.

It offers a structured career path with opportunities for advancement, and is open to both entry-level candidates and individuals transitioning into the financial services industry.
You will receive continuous training and exposure to investment products and market insights, supporting your progression into more senior roles and leadership responsibilities.

Key Responsibilities

• Conduct portfolio reviews and analyses to align financial solutions with client objectives
• Manage and service client investment portfolios
• Prepare financial reports and monitor market trends to identify risks and opportunities
• Coordinate with internal stakeholders to execute investment strategies and client requests
• Participate in investment meetings and training sessions with fund managers and product providers
• Ensure all activities comply with regulatory requirements and internal policies
• Build and develop a team of associates over time

Requirements

• A diploma or degree in Finance, Economics, Business, or a related field (or equivalent)
• Strong communication and interpersonal skills
• Ability to manage multiple tasks and priorities effectively
• Minimum age of 21 years

Compensation & Benefits

• Base salary ranging from $4,000 to $12,000
• Additional commissions and quarterly bonuses
• Structured career progression with fast-track opportunities
• Ongoing training and development, including sessions with fund managers
• Standard working hours (Monday to Friday)

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 position offers exposure to advanced wealth structuring, cross-border advisory, and family office solutions, making it suitable for individuals looking to deepen their expertise in UHNW wealth management.

Key Responsibilities

• Build and manage relationships with UHNW clients and their associated businesses
• Provide tailored investment advice and manage discretionary portfolios
• Collaborate with private banks and external partners to structure optimal client solutions
• Support the setup and advisory of Single Family Offices (SFOs) and Multi-Family Offices (MFOs)
• Advise on wealth transfer strategies for multi-generational planning
• Recommend high-value insurance solutions aligned with client needs
• Assist with trust structures, tax planning, and buy-sell agreements
• Implement asset protection and risk management strategies
• Handle additional tasks or projects as assigned

Requirements

• A bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field
• Strong interpersonal and communication skills, with the ability to engage diverse stakeholders
• High attention to detail and accuracy in handling complex financial matters
• Ability to work independently while collaborating effectively within a team
• Prior experience in consulting, banking, asset management, trust services, insurance, or related fields is advantageous
• Proficiency in spoken and written Mandarin to support communication with Mandarin-speaking clients and partners

Role Scope & Exposure

This position offers exposure to advanced wealth structuring, cross-border advisory, and family office solutions, making it suitable for individuals looking to deepen their expertise in UHNW wealth management.

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 focuses on driving business growth through the acquisition of new clients for a range of wealth and financial products. As a Client Acquisition Specialist, you will be responsible for identifying prospects, converting leads, and expanding the organisation’s market presence.

The position is sales-driven and requires managing the full client acquisition cycle, from initial outreach to successful onboarding.

A front-line, performance-driven role centered on client acquisition, requiring consistent prospecting, relationship building, and disciplined pipeline management.

Key Responsibilities

• Identify and pursue new business opportunities through channels such as cold outreach, networking, referrals, and online research
• Qualify leads by assessing financial needs, capacity, and readiness to engage
• Conduct detailed needs analysis to identify gaps and recommend suitable financial solutions
• Present and position the company’s products effectively to prospective clients
• Manage the full sales cycle, from first contact through to closing
• Meet or exceed defined sales targets and performance metrics
• Maintain an active pipeline of prospects and update activities in CRM systems
• Build strong relationships with new clients to support retention and future opportunities
• Work with internal teams to ensure smooth onboarding and service delivery
• Stay informed on market trends, competitor offerings, and regulatory requirements
• Ensure all sales activities comply with internal policies and industry regulations

Requirements

• Strong sales and business development capabilities
• Good communication and interpersonal skills
• Ability to manage multiple prospects and prioritise effectively
• A results-driven mindset with the ability to meet targets
• Understanding of financial products and market dynamics (preferred)

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 Wealth Management Associate role offers a structured pathway into financial advisory, with direct mentorship from an experienced industry practitioner. You will be trained to build and manage your own client portfolio while developing the skills required to serve both mass-market and high-net-worth clients.

The position is suited for individuals who want to accelerate their career progression in financial services and work towards recognised industry benchmarks.

Key Responsibilities

• Develop and manage your own portfolio of clients
• Provide financial advice across areas such as protection, investment, and wealth planning
• Build new business through prospecting, networking, and referrals
• Maintain ongoing client relationships and provide regular reviews
• Apply structured sales and advisory frameworks provided through training and mentorship

Requirements

• A diploma or degree qualification
• Strong ambition and a willingness to build a long-term career in financial advisory
• A self-driven mindset with the ability to work independently

Training & Development

• Structured training programme designed to accelerate progression towards industry recognition (e.g. MDRT)
• Ongoing mentorship until you are able to independently manage your own portfolio
• Exposure to both retail and high-net-worth client segments

Compensation & Benefits

• Commission-based income structure (up to 80%) with additional allowances and bonuses
• Flexible working hours with no fixed schedule
• Sponsorship for licensing and professional certifications
• Performance-driven environment with peer support

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 Graduate Associate Programme in Wealth Management is designed to provide early-career professionals with exposure to investment advisory, portfolio management, and client relationship management. The role offers hands-on experience across both front-office and operational functions within a wealth management environment.

You will support senior team members while developing core skills in financial analysis, client advisory, and business development.
This programme provides exposure to investment management, client advisory, operations, and business development, offering a well-rounded foundation for a career in wealth management.

Key Responsibilities

• Assist in constructing and monitoring investment portfolios aligned with client objectives
• Perform financial analysis, including modelling, valuation, and performance reviews
• Support financial planning activities such as retirement, estate, and tax strategies
• Review client portfolios and recommend adjustments based on market conditions and risk profiles
• Build and maintain relationships with clients, supporting ongoing engagement
• Conduct market research, identify investment opportunities, and analyse competitors
• Participate in client acquisition efforts and support sales initiatives
• Prepare reports, maintain client records, and ensure proper documentation
• Assist with operational tasks, including compliance and middle-office processes
• Collaborate with team members to improve client service and business outcomes

Requirements

• A degree in Finance, Business, Economics, or a related field (or equivalent)
• Strong analytical and quantitative skills
• Good communication and interpersonal abilities
• Interest in financial markets, investments, and wealth management
• Ability to manage multiple tasks and work in a team environment
• Attention to detail and understanding of compliance requirements

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 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)

Overview

This internship is with an independent asset management firm serving institutional investors and ultra-high-net-worth clients across investment, estate, tax, and philanthropic needs. The role provides exposure to wealth and asset management operations within a global environment.

You will support business processes, client servicing, and operational initiatives while gaining practical experience in financial services.
You will work in a collaborative and professional setting, with opportunities to learn from experienced team members and contribute to ongoing business initiatives.

Internship Details

• Minimum commitment of 4 months (6 months preferred)
• Exposure to wealth management operations and business process improvement

Key Responsibilities

• Assist in improving and refining internal business processes and workflows
• Support system enhancement initiatives, including testing and implementation (UAT)
• Promote the adoption of new processes and systems within the organisation
• Coordinate with external stakeholders for onboarding and maintaining service provider information
• Provide administrative support to client advisory teams, including maintaining client records and documentation
• Ensure accurate organisation and management of client data
• Support ad-hoc projects and tasks assigned by the team

Requirements

• A bachelor’s degree (or currently pursuing) in Finance, Banking, Business, or a related field
• Basic understanding of financial markets and investment concepts
• Strong communication and interpersonal skills
• High attention to detail and accuracy
• Prior internship experience in financial institutions or related industries is an advantage

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.