Deliver financial advice and solutions to clients using a needs-analysis approach
Personalise financial plans to assist clients/key account holders by catering to their needs and long-lasting relationships with new and existing clients/key account holders...
...clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.
You will be responsible for:
Acquisition of clients...
...and transaction related documentation
with pan-Asian and Middle Eastern coverage
Providing legal analysis in relation to new business initiatives and products in the above
Assisting the business with deal structuring and advising on terms from a legal risk...
...in a leading insurer offering life, health, and general insurance. They are looking for Relationship Managers who are passionate in providing consultative financial advisory and insurance solutions to their customers, including individuals as well as business owners. ......
We're looking for a candidate to this position in an exciting company.
Ensure that jobs are being executed in an efficient manner and that the Field Crew has all the resources needed to achieve the goal of completing the job on time and on/under budget.
...prospects and develop new channels for acquisition
Be a trusted advisor to clients, building market share and enhancing client asset... ...in class services to clients
Actively involved in growing new businesses, and be able to anticipate/capitalize on new business opportunities...
~ Provides technical tax and insurance product support.
~ Seeks out, identifies and establishes new terms of business with potential distribution partners and proactively identifies new channels for the distribution of HNW solutions
Randstad Singapore Pte Ltd, EA Licence No: 94C3609
...about the company
Our client is a well established international bank, and is looking for Investment Advisors / Specialists to join their high performing team.
about the job
Deliver investment advisory to premier banking clients
Key products include Mutual...
(Reg No: R)Jobs DetailsIdentify shortfallsResponsibilities:. Determine current financial situation. Customise solutions to suit needs. Take action to implement. Help clients prioritize needs and manage cashflow. Develop wealth management strategies. Plan for their children's...
Hello! Welcome! We're currently on a mission to transform the financial advisory profession and pushing for financial education in the online space. If you're someone who is highly motivated & keen to bring a positive impact to people, join us in this journey ahead.
We're looking for a candidate to fill this position in an exciting company.
Accepting and registering bookings
Offer alternatives to customers and potentially turn information calls into sales leads or identify other additional value added services to customers when...
...solutions that draw on the Group’s comprehensive suite of personal, business and investment services.
Job Responsibilities Delivers... ...administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead). Market covered: Primarily...
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs... ...in financial & investment product sales for Junior Client Advisor role.
Candidates with at least 5 years of relevant experience...
...We're looking for a candidate to this position in an exciting company.
Understands the business, market /country and HR needs and priorities; and translates these insights into an executable talent management/ Diversity and Inclusion /human capital strategy globally...
...least 8 years of relevant experience in the financial industry
University degree, preferably in Finance, Accounting, Economics, Business or related fields Deep understanding of financial products and industry landscape
Good investment knowledge with a sound understanding...
Achieve Private Wealth Management business targets and KPIs
Formulate and execute investment strategies according to client profile and ensure investment suitability
Keep client profiles and KYC up to date
Understand risk control environment and...
...GT Treasury Advisory, Corporates Sales and Structuring
Good degree in Business, Economics or Finance
Minimum 5 years relevant working experience
Candidate with Private Banking background will be favorably...
...products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.
Attending to Relationship Managers/ Investment advisors queries on all fixed income matters on a timely and professional manner....
...prioritise and manage your time. You’re not only here to help fix issues, but also provide an incredible customer experience!
As a Business and Education Advisor in the Specialty Programs Support team, you will respond to and manage customer requests from a selection of high profile...
Benny Kee Financial Group rep-sg.greateasternlife.com
IP Shield Plan, Global Health Insurance
Expatriates Financial Planning
Motor, Travel, Maid and Home Insurance
Business Succession Planning
Employees' Benefits Insurance
Minimum age of 21 years old