Average salary: SG$11,000 /monthly
More stats12500 - 20000 SGD
...company is a global leading institution, and we are a trusted wealth management team who serves high net-worth clients. Our clients are... ...goals. Your primary focus will be to manage client relationship and investments for existing and new clients, and to partner and collaborate...
8000 - 14000 SGD
...the aim of growing AUM and revenue.
Maintain relationships with existing UHNW clients and prospective... ...client’s financial goals, risk tolerance and investment preferences
Provide investment advice and portfolio management services that align with client’s goal
Coordinate...
...Responsibilities
• Meet annual goals / budgets set by manager for self
• Develop existing and new relationships
• Market a full range of Wealth Management products and services in a... ...and risk profile, advise on appropriate investment mix
• Cultivate and manage relationships...
2500 - 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...
10000 - 20000 SGD
...to the client on financial markets developments and on clients’ portfolios
Acquire Clients & manage existing relationships. (Mainly hunter)
Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on...
3500 - 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...
7000 - 10000 SGD
...overall success and growth of the assigned portfolio by deepening relationships with existing clients and through the acquisition of new... ...relationships and grow AUM
Demonstrate strong competency in wealth advisory and provide exceptional service to HNW & UHNW clients...
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...
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...
...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...
1000 SGD
...Canton is an independent asset manager to institutional investors... ...headquarters in Singapore. Our wealth management business serves... ...family offices across their investment, estate, tax, and philanthropic... ...Responsibilities
Work closely with the Relationship Manager(s) and Assistant...
3500 - 4500 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...
...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...
12000 - 22500 SGD
...GENERAL DESCRIPTION
The Relationship Manager is the primary point of contact between the clients... ...includes the delivery of comprehensive wealth management solutions to meet the clients... ...manner
Providing appropriate investment advice in line with the Bank’s policy and...
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...
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...
6000 - 10000 SGD
...deepening existing customer relationships to the specified service standards... ...with the PB team manager/ branch manager/ PTL, draw up... ...Key stakeholders
· Treasury, Investment and Insurance Specialists, SCB... ..., processes or procedures of Wealth Management and Banking
· CMFAS...
1200 - 1900 SGD
...solutions provider for Credence.
Credence is a Wealth Management Firm that specializes in helping individuals and companies... ...to develop essential skills in financial planning, investment strategies, and client relationship management.
Client Engagement: Assist in...
5000 - 8000 SGD
...about the job
~ Growing the wealth of high net-worth individuals and providing professional... ...banking needs; including insurance and investment across the following markets ((North Asia... ...ROW, India market etc.)
about the manager/team
Working alongside a competent...
15000 - 24000 SGD
...Relationship Manager, Greater China Market
Discover New Possibilities at Raffles
At Raffles,... ...bespoke family offices, asset protection and wealth management solutions to Ultra High Net... ...insurance brokerage, overseas property investment and corporate services, ensuring we...
3800 - 5000 SGD
...Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the... ...opportunity to build and nurture strong relationships with their esteemed clients, serving... ...and financial goals
Offer expert investment advice and recommend appropriate...
...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...
800 - 1500 SGD
...Capital is an established and licensed wealth management and financial advisory firm based in... ...with managing new and existing clientele relationships in both the onshore and offshore... ...with the team to evaluate and assess investment opportunities
• Assist in preparing...
1000 - 5000 SGD
...Designation: Junior Relationship Manager
Location: Singapore
Experience: 0 - 5 yrs of experience... ...conducting portfolio reviews, product investment details to ensure clients are satisfied... ...:
~0 - 5 yrs of experience in Wealth Management or Financial services in a relevant...
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.
·...
5000 - 12000 SGD
...Incentive)
Coaching/Mentoring to MDRT
Fast Track to Management
About this role:
As a Wealth Management Consultant, you will help clients... ...throughout their whole life cycle. You will also provide investment advisory services to clients with the aim to grow their...
3500 - 6000 SGD
...Relationship Manager
About The Company
Sing Investments & Finance Limited has more than 50 years of lending experience in the financing arena in Singapore. Our core activities include the acceptance of fixed and saving deposits from the public as well as the provision...