Average salary: SG$2,000 /monthly
More stats1000 - 3000 SGD
...rewarding student life and get ahead of your peers in qualifications and experience?
We have internship programs specially catered for students in financial services and agency management:
• Industry-recognised certifications in the financial services industry
• Full...
3000 - 4000 SGD
...Mon to Fri)
JOB DESCRIPTION
· Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management
· Study financial markets, investment products, and industry regulations to stay informed and up-to-date
· Shadow...
4000 - 7000 SGD
...Wealth Manager
About Us
Our company is an indirect wholly-owned subsidiary of a UK-based financial company. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Savings and Investment...
200 - 800 SGD
...We are launching our Asset Management Insights Program (AMIP) for 2024. Interested candidates... ...candidates who have interests in the areas of Wealth Management, Investment, Personal Finance,... ...attach your photo, indicate your desired internship duration, and specify your expected...
4500 - 9000 SGD
...We are currently looking for passionate and experienced individuals to join us as Wealth Managers.
Are you the one who can build lasting client relationships and provide exceptional financial advice?
At Invictus, we believe in creating "Relationships for Life."...
1000 - 4000 SGD
...remuneration packages.
What will you Expect:
~ Online Leads generation.
~1 on 1 training and learning from the manager.
~ To provide personalised wealth management solutions to clients and help them grow their assets
Requirements:
Local Diploma/Bachelor’s...
3000 - 6500 SGD
...Our client, a well-established insurance agency with over a decade of industry experience, is seeking Wealth Management Advisors to join their team. With a strong reputation for providing exceptional financial planning and investment solutions, they are committed to helping...
3800 - 4200 SGD
...sales targets
Skills and Experience
Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
Resourceful and able to work with minimal supervision
Flexibility with extended working hours
Strong interpersonal...
3400 - 4200 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 - 8500 SGD
...individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under... ...and protection needs Providing recommendation to clients on wealth accumulation and legacy planning Delivering a high level of professional...
3000 - 10000 SGD
...clients.
Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving... ...Provide your clients with financial reports on an annual basis.
Manage and grow your existing clients provided to you.
What we offer...
8500 - 12500 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...
3000 - 10000 SGD
...deliver exceptional service? If so, then a career as a Portfolio Management Associate specializing in Affluent Client Services could be a... ...exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be...
3000 - 5000 SGD
...location (2mins from MRT station)
Responsibilities:
Provide wealth and financial planning and consultation services
Develop and... ...or PR
Business acumen & strong negotiation skills
People management skills with excellent initiatives
Team player, proactive and...
3800 - 4800 SGD
...You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while...
3500 - 5500 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...
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:...
5000 - 8000 SGD
...relationships with high net worth clients, tailoring bespoke investment strategies to meet their evolving needs.
Provide comprehensive wealth management and investment advisory services, leveraging market insights and regulatory acumen.
Proactively identify opportunities to...
4500 - 6000 SGD
...position in the banking sector.
Your new role
You are required to manage clients’ assets, builds strong relationships, and ensures service... ...ll need to succeed
You are required to have experience in the wealth management space, self-driven and highly motivated individual who...
6000 - 8300 SGD
...Financial Institution wth a strong presence across Asia. They are looking to recruit a regulatory compliance specialist for their Wealth Management business.
about the job
Perform monitoring and testing on topics such as employee Personal Account Dealing (PAD),...
...Position Purpose
Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis
Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the...
7000 - 11500 SGD
...We are looking for a skilled and experienced Business Analyst with in-depth knowledge and experience in the Wealth Management (Private Banking) domain and Temenos Wealth Front Office Suite. A solid understanding of portfolio management and/or order management concepts (DPM...
5000 - 12000 SGD
...Highlights:
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...
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...
...Diligence checks
Lead key deployments of new initiatives, products, and system testing.
about the manager/team
This role will report directly into the Head of Wealth Management
skills and experience required
Prior experience in Wealth Management/front office is...
3000 - 8000 SGD
...Join our client, a leading Wealth Advisory Firm dedicated to providing exceptional financial services and solutions. They offer a comprehensive... ...on investment, legacy planning for HNW, insurance, etc.
Lead Management: Utilize the leads provided by the agency to identify potential...
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...
800 - 2000 SGD
Display Independence and Great Working Attitude
o Plan Working Areas in advance
o Able to Work the Area Correctly
o Self-Awareness, Self-Monitoring and Self-Correcting
o Taking Initiatives
Profiling and Ability to Provide the right solutions to Companies.
...
6000 - 15000 SGD
...As an AVP/VP, Strategy & Business Management, you will deliver business analytics & strategy planning function with core objective of establishing... ...for senior management forums
Business updates & review of Wealth Business to Board, EXCO and various management committees
MIS...
5000 - 8000 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...