Average salary: SG$11,830 /monthly
More stats4000 - 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...
4500 - 9000 SGD
...looking for passionate and experienced individuals to join us as Wealth Managers.
Are you the one who can build lasting client... ...as part of a team dedicated to delivering personalized wealth solutions and fostering lifelong relationships.
Responsibilities:...
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...
1000 - 4000 SGD
...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 Degree holder...
3000 - 6500 SGD
...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 clients achieve their financial...
3000 - 10000 SGD
...financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit... ...situation for your clients.
Provide financial solutions to meet your client’s needs.
Provide... ...financial reports on an annual basis.
Manage and grow your existing clients provided...
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...
3000 - 10000 SGD
...deliver exceptional service? If so, then a career as a Portfolio Management Associate specializing in Affluent Client Services could be... ..., you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in...
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...
3000 - 5000 SGD
...station)
Responsibilities:
Provide wealth and financial planning and consultation services... ...portfolio reviews, industry and solutions updates, etc
Build and maintain strong... ...acumen & strong negotiation skills
People management skills with excellent initiatives
Team...
4500 - 6500 SGD
...Edge Advisors:
Blue Edge Advisors is dedicated to providing comprehensive wealth management services tailored to meet the individual needs of our clients. As part of our Multi-Asset Solutions (MAS) team, we design and implement strategies that combine multiple asset classes...
3800 - 4800 SGD
...team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering... ...process.
Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB...
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...
8000 - 12000 SGD
...governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded... ...building on a long tradition of serving clients with creative solutions and considered thought leadership. For further information about...
6000 - 15000 SGD
...offered.
[Job 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...
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...
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.... ...planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
You need...
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:...
3000 - 8000 SGD
...Join our client, a leading Wealth Advisory Firm dedicated to providing exceptional financial services and solutions. They offer a comprehensive range of products, including investment... ...planning for HNW, insurance, etc.
Lead Management: Utilize the leads provided by the agency...
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 - 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),...
5000 - 8000 SGD
...offered.
[Job 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...
...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...
6000 - 9000 SGD
...investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market... ...any marketing events and activities.
To support business solution analyst for product launching for private wealth and...
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...
...trusted companion on clients' financial journeys, offering personalized advice for big and small decisions.
Provide tailored financial solutions to meet individual client needs, promoting long-term financial health and growth.
Stay updated with industry trends and expand...
11925 - 21100 SGD
...As a Manager, Solutions Architect, you will build and lead a team of pre-sales Solutions Architects focusing on Key Enterprise accounts. Your experience partnering with the sales organisation will help close revenue with the right approach whilst coaching new sales and pre-...
4500 - 7500 SGD
...and sells B2B (Mechanical/Electrical or EPC) Technical service solutions and products to commercial/industrial/oil & gas industries
Develop... ...and comply to ISO / OSHA standards
Leadership
Lead, manage and motivate allocated team member(s)
Develop clear goals that...
11000 - 15000 SGD
• 1) Shall ensure the daily operations and liaise with clients on the requirements
• 2) Rostering of monthly schedules
• 3) Rectify on issues with workers or clients upon receiving feedback
• 4) Reporting of daily attendance to office and to submit and ensure timesheets...