Average salary: SG$4,325 /monthly
More stats3500 - 5000 SGD
...appointments, and/or outreach programs
Provide holistic financial planning advice to the customers and identify suitable financial... ...Possess sound financial knowledge
Has a passion for banking and wealth management
Excellent communication and listening skills
Confidence...
3000 - 4500 SGD
...Bachelor's degree from a recognised university or a diploma from a local polytechnic.
You are interested in financial planning or wealth management.
Prior work experience is not a requirement.
You enjoy interacting with people, are a good communicator and able to...
3200 - 3500 SGD
...As a Wealth Planning Manager, you will be part of our award-winning teams to provide a personalized banking experience for our customers.
Fulfilling and varied, a typical workday might look like this
A wealth planning manager would primarily serve the individual...
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.
-... ...the job
Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans...
...customers. Due to continued success, they are looking for Relationship Managers at various levels. Their growth strategies in 2024, combined... ....
Your new role
With extensive growth planned this year, these key roles will have you at the forefront of the...
4500 - 8000 SGD
...prospecting strategies.
# Review prospective/existing client portfolio.
# Propose solutions and planning for client investment and insurance needs.
# Client management and retention.
# Attend and respond to customer queries professionally.
# Service and review financial...
3300 - 3800 SGD
...On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.
The shortlisted...
...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
•...
...and services and can recommend financial planning solutions that address your customers' needs... ...insurance solutions to help grow their wealth and protect their futures.
To... ...interested in financial planning or wealth management. Prior work experience is not a requirement...
...and dedicated to providing innovative financial solutions and wealth management services to customers. As part of this dynamic team, you'll have... ...financial goals.
About the Role:
As a Wealth Planning Specialist, you'll play a pivotal role in delivering...
3000 - 5000 SGD
...location (2mins from MRT station)
Responsibilities:
Provide wealth and financial planning and consultation services
Develop and execute strategic... ...Business acumen & strong negotiation skills
People management skills with excellent initiatives
Team player,...
3400 - 3800 SGD
...updates on financial products and market trends.
Develop monthly plans to achieve sales targets and new business acquisition goals.... ...expand our client base.
Deliver efficient after-sales services and manage client retention.
Organize and conduct sales presentations to...
3300 - 5200 SGD
...up with existing and potential customers to assess their financial need
• You’re to provide a financial advisory by offering wealth management solutions such as insurance, investment, etc.
Send your resume to:
Email: ****@*****.***
WhatsApp: 9...
2500 - 6000 SGD
...Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your... ...for financial advisory duties
Invited to participate in the planning process with managers
On the job training via joint-fieldwork...
1500 - 3000 SGD
...peers in qualifications and experience?
We have internship programmes specially catered for students in financial services and agency management:
• Industry recognised certifications in financial services industry
• Full training on financial services and management
•...
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...
6000 - 15000 SGD
...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 mentorship...
1200 - 1900 SGD
...recruitment solutions provider for Credence.
Credence is a Wealth Management Firm that specializes in helping individuals and companies... ...seasoned professionals to develop essential skills in financial planning, investment strategies, and client relationship management....
15000 - 25000 SGD
...clients to increase AUM and revenues.
Effectively meeting clients' expectations in terms of providing professional advisory and management of clients' investments portfolio.
Have complete knowledge of the client in terms of the profile, demographics & psychographics and...
3000 - 10000 SGD
...prospects.
Work directly with clients and prospects to achieve their financial goals.
Prepare and submit recommendations to implement a plan for the client.
Regular ongoing contact with the client to revise financial plans based on the review and modification of needs or...
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...
...research and offer solutions to clients
- Marketing our line of financial solutions to prospective clients
- Clientele portfolio management
- Improving strategies through consistent client reviews
- Build your own team and promote up the ranks
- Performance...
Singapore
Singapore
4 days ago
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...
1500 - 8000 SGD
Requirement
~ Singaporean / PR
~ Min diploma / A-level / Degree Graduate
~21yo and above
~ No prior working experience required
Benefits
Build a powerful network
Enhance your personal growth
Gain insights into the financial world
Vibrant and flexi...
7000 - 7500 SGD
...A well-established marine company located in Tuas is seeking Planning Manager on permanent position.
Benefits
~ S$ 7000 to 7500 per month
~ Variable Bonus (3 to 5 months on average)
~ Insurance covered for: Group H&S, Group Term Life, Group PA and Workmen Compensation...
3500 - 5000 SGD
...Tender Manager /Planning Manger
Roles & Responsibilities
Planning, scheduling, development of sub-programs/ tracking programs for construction operations.
Scope planning – Specifying the in-scope requirements for the project to facilitate creating the work breakdown...
3200 - 4500 SGD
...Job Summary:
As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management...
3800 - 4800 SGD
...team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial... ...advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
Develop and...
6000 - 12000 SGD
..., responsible for providing Executive Assistant support to the Wealth Management Operations Director and the immediate team. This can sometimes... ...(video conferencing, collaboration tools, etc.) in advance
• Plan for and execute executive travel arrangements, including international...
5000 - 8000 SGD
...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 mentorship...