Average salary: SG$4,326 /monthly
More stats3800 - 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:...
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...
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...
...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...
...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
•...
3400 - 4200 SGD
...updates on financial products and market trends.
Develop monthly plans to meet sales targets and acquire new business.
Participate in... ...our client base.
Provide efficient after-sales services and manage client retention.
Organize and deliver sales presentations to...
4500 - 5500 SGD
...Duties and Responsibilities of a Planning Manager :
- Reporting to Construction Manager & deputy construction manager.
- Overall responsible... ...- familiar with P6 & EXCEL& Word & MS Project
- have a wealth of knowledge of power plant construction
- Fluent English &...
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."...
8000 - 8500 SGD
...Responsibilities:
Perform financial planning exercise with clients as an individual producer... ...see through success of sales activities, managing the overall production numbers and... ...needs Providing recommendation to clients on wealth accumulation and legacy planning...
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...
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...
...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...
3000 - 10000 SGD
...service? If so, then a career as a Portfolio Management Associate specializing in Affluent Client... ...a vital role by providing comprehensive wealth management solutions to our affluent... ...implementation of comprehensive wealth management plans, encompassing: Mortgage Advisory:...
4000 - 4500 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 - 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,...
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...
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...
...about education, healthcare, investing, or planning for retirement. These decisions can be... ...various financial products.
Acquire and manage clients’ insurance portfolios.
Source and... ...appropriate solutions.
Assist clients on their wealth accumulation and protection needs....
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...
6000 - 8000 SGD
...PLANNING MANAGER
This position directly reports to General Manager and is responsible for production planning and customer service functions. This is a leadership position with an integral element of hands-on approach to ensure high levels of customer satisfaction standards...
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...
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),...
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...
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...
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...
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...
6000 - 15000 SGD
...As an AVP/VP, Strategy & Business Management, you will deliver business analytics & strategy planning function with core objective of establishing business strategies... ...management forums
Business updates & review of Wealth Business to Board, EXCO and various management committees...
6000 - 9000 SGD
...Responsible for overall planning functions and implementation of project schedules.
Create construction programmes for medium to large-scale projects.
Handle all schedules, collecting actual data (progress, manpower and equipment deployment) and evaluating project progress...
...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...
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...