Average salary: SG$11,000 /monthly
More stats3500 - 5000 SGD
...travel and work on a flexible schedule that includes weekends
Possess sound financial knowledge
Has a passion for banking and wealth management
Excellent communication and listening skills
Confidence and Presentation skills
Ability to explain complex information...
3400 - 5000 SGD
...Working with one of the top foreign bank to hire relationship managers to join their expanding team in the consumer banking space.
- Structured... ...job
Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits,...
3800 - 4800 SGD
...part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering... ...compliance process.
Provide prudent financial advisory and investment solutions to meet the financial planning needs and...
4500 - 8000 SGD
...portfolio.
# Propose solutions and planning for client investment and insurance needs.
# Client management and retention.
# Attend and respond to customer... ...portfolios in maintaining a long-term customer relationship.
Learning
We offer customized learning tracks...
3300 - 3800 SGD
...institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior... ...products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.
Job...
...culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both... ...position is responsible for advising and maintaining client relationships in the marketing function.
• Develops accounts and maintains...
3000 - 6000 SGD
...premises
Foster a long-term and strong relationship with your prospects and clients.... ...financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts... ...financial reports on an annual basis.
Manage and grow your existing clients provided to...
...culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on... ...Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private...
...looking for someone to use their expertise to help us deliver the best-in-class service for our clients by:
• supporting Wealth Planning Relationship Managers in performing relationship management services for trust structures and compiling trust review related materials
•...
...Manager/ AVP, Wealth Banking Relationship Manager
Posting Date: 24 Mar 2024
Location:
Singapore, SG
Company: United Overseas... ...deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
Personal Financial...
...an enthusiastic and aspiring advisor to serve their Relationship Managers and clients in the wealth business.
THE ROLE
Provide RMs and clients with... ...corporate clients.
Regularly review clients' investments portfolio to identify upsell and cross sell opportunities...
8500 - 13500 SGD
...About us:
iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising... ...advice.
Plan out and manage investment policies to achieve clients' financial... ...Maintain and develop long-lasting relationships with both existing and potential customers...
4250 - 6450 SGD
...Portfolio Construction and Portfolio Management
- Update clients on market... ...net worth clients
- Attend investment monthly fund house trainings (fully funded by company)
- Relationship Management with existing clients
- Introduction of Wealth Management tools to clients...
6000 - 10000 SGD
...Job Description:
Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities... ...needs and objectives;
Build up and maintain business relationships with the portfolio of customers;
Formulate and execute...
8000 - 13000 SGD
...deep understanding of clients’ investment needs;
3. Provide sound... ...advisor to the clients in their wealth planning and work to continually strengthen the client relationships
5. Ensure compliance to the... ...in private bank or wealth management sector.
3. Carry out analysis...
25000 - 30000 SGD
...overall activities related to Investment Accounts for the Regulated... ...Develop and maintain client relationships to build market share and enhance... ...’ business and source of wealth generation
5. Maintain full... ...(which require approval from management prior to execution of the order...
3500 - 5500 SGD
...a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division.
about... ...financial analysis and delivering tailored wealth management solutions, including bancassurance, home loans and investment products.
Actively engaging in branch...
3000 - 5000 SGD
...acquisition and maintaining relationships with key accounts.
Why Join... ...Responsibilities:
Provide wealth and financial planning and consultation... ...clients through periodic investment portfolio reviews, industry... ...negotiation skills
People management skills with excellent...
3500 - 6500 SGD
...Responsibilities
· Provide support to the Senior Relationship Managers (RMs) to enable them to optimize the... ...of account relationships, including investment account onboarding and provide asset... ...have at least 1 year of experience in wealth planning in the banking industry.
·...
6000 - 12000 SGD
...responsibilities:
Provide support to Relationship Managers in servicing clients, focusing on... ...standards in respect of client onboarding, investment suitability, quality of investment advice... ...resources (e.g. Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA...
5000 - 8000 SGD
...Responsibilities:
Develop existing and new client relationships
Conduct financial analysis and... ...8-10 years of relevant experience in Wealth Management sector
Strong product knowledge in... ...management to advise clients on investment portfolio
Good understanding of...
15000 - 25000 SGD
...Role Description
Acquire, build and deepen relationships with existing HNWI clients to increase AUM and revenues.
Effectively... ...in terms of providing professional advisory and management of clients' investments portfolio.
Have complete knowledge of the client in terms...
3200 - 4000 SGD
...understand their needs and objectives.
Build and maintain customer relationships by providing updates on financial products and market trends.... ...our client base.
Provide efficient after-sales services and manage client retention.
Organize and deliver sales presentations...
5000 - 6500 SGD
...We are seeking an Analyst within our Wealth Management business. Below are the responsibilities:
- To shadow Senior relationship managers and assist them in managing their clients
- Monitor and review client portfolios and create process and templates which allows for...
3500 - 4000 SGD
...customers
Conduct financial needs analysis to understand customers' financial goals and offer wealth management solutions such as insurance, structured deposits, loans and investment products
Ensure compliance to service standards and provide excellent customer service and...
4000 - 5700 SGD
...Investment Management Associate:
- Represent a top Global Bank
- Portfolio Management (Unit Trusts... ...updates (fully funded by company)
- Relationship Management with existing clients and... ...- Candidates with a background in Wealth Management or Banking & Financial Services...
11500 - 13000 SGD
...to the traditional private banking model. At Schroders Wealth Management, we offer an investment-led wealth management service that applies independent... ...We want someone who can work alongside our Senior Relationship Managers, with the desire and curiosity to learn their...
6000 - 12000 SGD
...and risk profile of clients
Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely... ...in our clients' experience, building lasting relationships based on high standards of service and quality advice...
2700 - 4500 SGD
...includes global stocks trading as well as wealth management advisory service. We are strategically... ...and families with their financial investment needs, be it wealth accumulation or protection... ....
Building strong, personal relationships with our clients is a key component to...
4000 - 7500 SGD
...Proactively identify and develop relationships with potential Accredited... ...Institutional Investors, offering investment solutions that align with... ...Marketing Director and Fund Managers to execute strategic sales plans... ...with strong contacts in the wealth management industry, among...