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5 Types of Financial Institution to Join as a Wealth Manager

 

DBS Bank
DBS Bank

1. Banks

The banking industry in Singapore takes in more than one thousand new wealth managers every year. There are 14 retail banks in Singapore and most banks offer a 1 or 2 months wealth management program. There are another 47 leading private banks in Singapore.

In 2015, there are more than 7,000 wealth managers and 15,000 investment professionals in the banking industry.

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2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM

Focus: The banks offer a wide range of wealth management solutions such as banking, investments, insurance, asset mangement and estate planning services.

Some Job Titles: Personal Banker, Personal Financial Consultant, Personal Wealth Manager, Priority Banker, Private Bankers, Client Advisors, Investment Advisor, Treasury Advisor, Insurance Specialist

Some Banks: DBS Bank, OCBC Bank, Standard Chartered Bank, Citibank & HSBC.

Find the full list here.

 

AIA
AIA

2. Insurance

The insurance industry is the earliest available option for wealth management with products such as life insurance and endowment (savings) policies. Today, the industry has evolved to meet the diverse needs and a more affluent population. There are more than 14,000 life insurance agents and 10 large insurance companies in Singapore.

Focus: The insurance companies focus on risk management products such as life and general insurance. Popular products include whole life policies, endowment, investment linked policies, accident insurance, travel insurance & car insurance.

Some Job Titles: Insurance Agent, Financial Planner, Wealth Manager

Some Insurance Companies: AIA, Prudential, AXA, Aviva & Great Eastern Life. Find the full list here.

 

IPP Logo Thumbnail
IPP

3. Independent Financial Advisory Co.

Independent Financal Advisory Companies provide a wide range of financial services such as insurance, investment, estate & tax planning services. Being independent, the companies are not restricted to a single brand of financial services provider. There are about 2,500 financial advisors with 5 large advisory firms in Singapore.

Focus: The firms focus on financal plannning with insurance, investments, estate and tax products and services.

Some Job Titles: Financial Planner, Wealth Manager, Investment Consultant

Some Independent Advisory Firms: PIAS, IPP, Providend, Finexis & iFast

 

Maybank Kim Eng Logo Thumbnail
Maybank Kim Eng

4. Stock Brokerage

The stock brokering industry provides buy and sell services for securities listed on the stock exchange. As wealth management services grew in Singapore, some brokerages have evolved from a traditional stocks trading provider to providing a more diverse range of products including bonds, insurance and unit trusts. There are 9 bigger stock brokerages in Singapore.

In focus: The primary focus is to buy and sell stocks in active markets such as Singapore, Hong Kong and United States.

Some Job Titles: Dealer, Stockbroker, Remisier, Wealth Management Consultant, Investment Consultant

Some Stock Brokerages: DBS Vickers, OCBC Securities, UOB Kay Hian & Phillip Securities

 

Aberdeen Asset Management
Aberdeen Asset Management

5. Fund Management Co.

The fund management industry provides investments & portfolio management services. Most fund management based the operations in Singapore as Singapore is a leading financial center with easy access to regional and Asian wealth. There are 35 leading fund management firms based in Singapore.

In Focus: Fund Managers invest into the global financial markets in traditional asset classes such as money market, bonds, equities, commodities, real estate and gold. There are also alternative investments such as hedge funds with strategies in global macro, distressed arbritrage and long/short.

Some Job Titles: Portfolio Manager, Fund Manager, Investment Analyst

Some Fund Management Firms:: Schroders, Fidelity, First State, Aberdeeen and Lion Capital

Source: Caproasia Intel



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