Average salary: SG$8,845 /monthly
More stats5000 - 12000 SGD
...Competitive Remuneration (Commission + Package + Incentive)
Coaching/Mentoring to MDRT
Fast Track to Management
About this role:
As a Wealth Management Consultant, you will help clients accomplish financial objectives by assessing the client’s financial situation;...
5000 - 6000 SGD
...immigration proposals accordingly
Call to make appointment and consultation with clients.
Follow up closely with clients to ease... ...communication, interpersonal and cross functional stakeholder management skills-Good planning and organizational skills
Additional:·...
3000 - 5000 SGD
...You key role is to introduce, consult and sell financial products and services to our clients... ...station)
Responsibilities:
Provide wealth and financial planning and consultation... ...acumen & strong negotiation skills
People management skills with excellent initiatives
Team...
...difference and encourages collaboration, ensuring everyone contributes to our shared success.
About the Job:
As a Wealth Managment Consultant, you'll play a vital role in driving business and financial objectives through client acquisition and account management. You...
1000 SGD
...Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and...
1200 - 1900 SGD
...Pivotal is the recruitment solutions provider for Credence.
Credence is a Wealth Management Firm that specializes in helping individuals and companies manage their portfolios by providing corporate and personalized solutions to young professionals and high net worth individuals...
12500 - 20000 SGD
...and rewarding the best-in-class talent.
Job Description
Our company is a global leading institution, and we are a trusted wealth management team who serves high net-worth clients. Our clients are served a comprehensive offering built around their financial goals. Your...
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 as their trusted advisor in achieving their financial goals.
Responsibilities:...
800 - 1500 SGD
...Blue Altitude Capital is an established and licensed wealth management and financial advisory firm based in Singapore.
Our Company is looking to onboard Wealth Management Interns to support our growing team and assist with managing new and existing clientele relationships...
...individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under... ...protection needs
Providing recommendation to clients on wealth accumulation and legacy planning
Delivering a high level of...
4500 - 5500 SGD
...degree, preferably in banking or finance related discipline
· Several years of experience in bank operational roles, preferably wealth management related
· Keen understanding of client lifecycle processes which includes documentation, screening and static change
· Good...
...project into systems and processes for management review
• Close interaction with clients... ...submission
• Manage a team of consultants by defining meaningful work packages, managing... ...of experience in the banking (ideally wealth management or private banking), technology...
10000 - 15000 SGD
...Phase One. We are now using the solid foundation we have built to look further and do more. We are launching our unified Learners Management System (LMS) that aspires to encapsulate everything under one roof for our sales specialist; from soft skills training, leads management...
...team dedicated to providing innovative financial solutions and wealth management services to customers.
Joining this team means receiving a... ...that values your contributions.
As a Wealth Accumulation Consultant, you'll be at the forefront of delivering personalized...
3500 - 6500 SGD
...FSC, ensuring timely updates are communicated with the Taiwan Head Office.
· Help assess the implications of new regulations on wealth management operations and suggest updates to policies accordingly.
· Provide support in organizing and facilitating training programs...
6000 - 12000 SGD
...process
• Act as primary interface for Bankers; responsible for managing expectations and enhancing the client experience
• Drives... ...information, knowledge and expertise with peers and team members
• Consultative in approach, understanding and anticipating business partner...
3200 - 4000 SGD
...attract new customers.
Source and engage with potential clients to expand our client base.
Provide efficient after-sales services and manage client retention.
Organize and deliver sales presentations to various organizations.
Collaborate with other teams to maximize...
8000 - 14000 SGD
...intermediaries
Understand client’s financial goals, risk tolerance and investment preferences
Provide investment advice and portfolio management services that align with client’s goal
Coordinate product maintenance, risk management, ongoing monitoring and regulatory...
5000 - 10000 SGD
...From our offices in Hong Kong and Singapore, J.P. Morgan’s Asia Private Bank serves the complex wealth management needs of ultra-high net worth clients in countries across the region. You will be part of the Private Banking Operations team in Singapore, focused on ensuring...
...Key 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 diversified manner to existing and new clients
• Maintain communications with clients...
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...
6000 - 8000 SGD
Our Client
Well established firm with supportive environment and team culture
Sales motivated individuals looking for a strong, supported platform to suceed
Attractive commission and team focused
Responsibilities
Provide excellent financial advice tailored to...
10000 - 15000 SGD
Main Responsibilities but not limited to :
With an established network of South East Asia High Net Worth client base
Develop and acquire new clients through prospecting and leveraging on the firm's networks, platform and services
Provide investment advisory to High...
13000 - 20000 SGD
...Overview
A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance...
...RMs to prepare meeting and presentation materials
Relationship Manager Support in Client Relationship Management
Support Relationship... ...with Word Processing, Excel and PowerPoint
Familiar with Wealth Management systems
Minimum 5 years’ relevant working experience...
6000 - 15000 SGD
...Description]
1. Recommend financial solutions for B2B and B2C
2. Identify, build and manage a portfolio of clients
3. Establish a trusted and healthy relationship with clients
4. Develop wealth management strategies to plan for their future
[Training & Support]
1. 1:1...
3000 - 5000 SGD
...our diverse portfolio of investment fund houses. Also, you will manage and make critical decisions on client’s investment portfolio, advice... ...Responsibitilies
Working closely with other members of the wealth management team, such as investment, loans to provide holistic solutions...
...Create and partner with a network of in-house experts (from Client Management, Compliance, Credit, Operations, etc.) to address more complex... ...private investors spanning corporate and institutional banking, wealth management, asset management and insurance.
We passionately...
9500 - 15000 SGD
...Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry...
4000 - 6000 SGD
...The Client Solutions Specialist is responsible for providing comprehensive sales and product support to Relationship Managers (RMs) within the Wealth Management division. This role acts as a bridge between the firm's investment products and services, and the needs of the clients...