Wealth & Investment Manager

Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

As Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...

Wealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your 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...

Wealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your 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...

CICC SingaporePosted 4 hours ago Permanent S$- S$999kThe position is responsible for assisting Institutional Wealth Advisor to maintain business relationship with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative co-ordination with investment...

The Development and Reintegration Programme (DRP) was launched on 10 March 2017. The programme aims to provide a structured and holistic approach in the provision of a reintegration programme for clients, commencing from incarceration to post-release, and aftercare. The aftercare component allows clients to have a network of support after their release. Case...

The Development and Reintegration Programme (DRP) was launched on 10 March 2017. The programme aims to provide a structured and holistic approach in the provision of a reintegration programme for clients, commencing from incarceration to post-release, and aftercare. The aftercare component allows clients to have a network of support after their release. Case...

Position Summary:Provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Wealth Management clients.Responsibilities: Acts as a primary contact with external clients for day to day account administration, servicing, execution of investment...

Responsibilities: Produce quality research on specific topic(s) assigned by the Board Analyse data and provide writeup Present complex information effectively to a range of audiences Oversee contents, editing and publishing of publications both in print and electronic media Review RIMA's research output and make recommendations to the Board Publish...

Roles & ResponsibilitiesFor all fresh graduates:What you will get from the career:Accelerated career growth with plenty of professional development opportunities. Nurturing work environment & staff welfare. Mentorship with industry professionals to develop diverse skillsets. Flexible work arrangements with attractive remuneration packages.What will you...

Roles & ResponsibilitiesWe are launching our Asset Management Insights Program (AMIP) for 2024. Interested individuals may submit their applications and choose to commence anytime between January 2024 to December 2024. We encourage undergraduates/fresh graduates/individuals awaiting matriculation to apply.This AMIP is suitable for individuals interested in...

Job Description： CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC’s integrated platform, professional research and full market allocation resources,...

Roles & ResponsibilitiesWealth Management Position at XYZ CompanyAt XYZ Company, we are dedicated to designing and offering products and services that enable our clients to experience enhanced banking convenience while maximizing the value of their finances. Our primary focus lies in fostering and advancing healthy saving and investment habits across...

During this program, you will be introduced to the world of asset management using investment instruments by fund managers and strategists, on top of the default program modules.Such investment introductions may include– The use of structured products including derivatives to create a specific payoff profile– Market outlook affecting investment portfolio...

During this program, you will be introduced to the world of asset management using investment instruments by fund managers and strategists, on top of the default program modules. Such investment introductions may include – The use of structured products including derivatives to create a specific payoff profile – Market outlook affecting investment...

Within Asia, the Wealth Advisory team works in close partnership with our International Trust Services (ITS) to support client's needs for trust and fiduciary services. Wealth Advisors also act as a key member of the integrated team together with Bankers, Investors and Lending Advisors to understand a client or prospect's wealth planning concerns and needs...

Roles & ResponsibilitiesWhether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive...

This is an exciting opportunity for you to join a dynamic, diverse team within the SEA market of J.P Morgan's APAC Private Banking business. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our...

Job Responsibilities:   Establish, maintain, and expand a network of clients by introducing them to the company and its Wealth Management platform. Provide exceptional advice, service, and suitable recommendations to clients, focusing on understanding their needs, objectives, and risk tolerance. Create personalized wealth management solutions and...