Senior Wealth Planner

Job DescriptionThe candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning...

Wealth Preservation PlannerThe Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures. We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will...

Job DescriptionThe candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning...

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role DescriptionMarketing SupportAnswer queries from Relationship Managers (RMs)/clientsCoordinate with the Trust Company AdministratorsCoordinate with Insurance Brokers / Third Party...

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role DescriptionMarketing SupportAnswer queries from Relationship Managers (RMs)/clientsCoordinate with the Trust Company AdministratorsCoordinate with Insurance Brokers / Third Party...

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 ease of monitoring- Use technology to improve efficiencies in all processes related to client...

Roles & ResponsibilitiesIf you're looking for a job that combines your analytical skills with the ability to connect with people and help them plan for their future, then we have the perfect opportunity for you. With this role, you can use your strengths to help individuals with their future planning and make a meaningful impact in their lives.What we offer:...

Roles & ResponsibilitiesCore responsibilities:* Handle client’s investment portfolios and update market movement.* Perform financial needs analysis and value add to client’s objective.* Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.* Develop relationships with prospective clients in order...

Roles & ResponsibilitiesThe Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship...

As a Senior Scheduler / Planner at Linesight, you will work with highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will gain vast industry experience that will open doors for you, extend your skillset and expand your perspective. We will empower, support, and enable you to...

Roles & ResponsibilitiesJob Responsibilities: Process sales orders Check availabilities of materials and production capacities Develop and issue monthly production schedule to production department Update and forecast materials/components and production loading capacity requirement Monitor phase-out and new materials/components implementation schedule ...

We are looking for a motivated and energetic Intern Event Planner to join our vibrant team in Singapore. This internship will offer you hands-on experience in the dynamic field of event management, focusing on Indian weddings and other major events. You will work closely with our team of experienced planners to learn the nuances of event execution, client...

We are looking for a motivated and energetic Intern Event Planner to join our vibrant team in Singapore. This internship will offer you hands-on experience in the dynamic field of event management, focusing on Indian weddings and other major events. You will work closely with our team of experienced planners to learn the nuances of event execution, client...

Job Highlights. Build relationships with clients. Career AdvancementJob ResponsibilitiesAcquire and manage a pool of clients' investment portfolios. Understand clients' financial objectives and investment requirements. Provide information and comparisons for clients to make informed decisions. Building and maintaining long-term relationship with clients....

Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...

Role: Coordinate with the Transformation Program team and Division Manager, including detailed yearly capacity planning. Define, narrow, and freeze stream scope and out-of-scope elements. Design and monitor the Roadmap in coordination with the Division capacity plan, achieving the Transformation Program target milestones. Draft and maintain the Stream ID...

Roles & ResponsibilitiesRole: Senior Technical Lead (Wealth Management Domain)Position Overview: We are seeking a highly experienced Senior Technical Lead with over 15 years of expertise in the Wealth Management domain and extensive knowledge of Temenos Transact modules. The ideal candidate will have strong coding skills in InfoBasic/Java and the ability to...

Roles & ResponsibilitiesJob Description : To act as the primary contact person for liaising and coordinating between the company and customers, suppliers and other relevant government authorities; Oversees daily site operations, logistics and customers’ arrangement; Work closely with customer site operations to understand their requirements and seek...

Christian Bassett is recruiting a Senior Retail Planner, Singapore for a European luxury fashion company.Match local demand with supply by forecasting sales and monitoring inventory level (Budget forecasts, OTB construction, deliveries, inventory in the stores) for the Singapore market and by having the Retail Merchandizing Department collaborate with Retail...

Role: Senior Technical Lead (Wealth Management Domain)Position Overview: We are seeking a highly experienced Senior Technical Lead with over 15 years of expertise in the Wealth Management domain and extensive knowledge of Temenos Transact modules. The ideal candidate will have strong coding skills in InfoBasic/Java and the ability to review and guide...