Business/wealth 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...

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...

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 a Team Manager – Wealth Management, you will play a pivotal role in leading and developing our Wealth Managers to achieve strong financial objectives.   Key Responsibilities ·       Lead and Develop: Manage and lead a team of Wealth Managers, fostering accountability through performance management and providing sales coaching and development to...

As a Team Manager - Wealth Management, you will play a pivotal role in leading and developing our Wealth Managers to achieve strong financial objectives.Key Responsibilities- Lead and Develop: Manage and lead a team of Wealth Managers, fostering accountability through performance management and providing sales coaching and development to every team member.-...

Posted by Guoyi Zhang DirectorAs part of a multiyear Wealth Management IT transformation program, the Business Analyst will join the Investment Services stream which focuses on implementing the Temenos Wealth Suite. This comprehensive suite covers Investment Advisory, Portfolio Analysis, discretionary portfolio management, market order capture, client...

Job DescriptionIf you're on the lookout for a career where you can truly leave your mark, consider joining HSBC. Here, your contributions are highly valued, opening doors to a world of possibilities.At HSBC's Wealth and Personal Banking (WPB) division, we strive to provide borderless banking and top-notch wealth management, empowering individuals, families,...

About us:iHarvest Wealth Management ("iHarvest") is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events, iHarvest will...

Roles & ResponsibilitiesWe 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, Advisory, performance, order management, suitability, etc.)...

Ability to independently lead business analysis discussions, capture and critically assess business asks and translate them into proposed solutions Experience working with Salesforce platforms and/or CRM topics in Wealth Management / Private Banking industry, and be able to provide some level of thoughtleadership in this domain Experience in defining user...

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 & ResponsibilitiesMoomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an innovative financial technology company that revolutionizes the investing journey through its digitalized brokerage and wealth management platform – moomoo. Offering market data, news, and powerful analytical tools, moomoo also fosters a unique investment community...

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...

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, Advisory, performance, order management, suitability, etc.) is essential.Role and...

Asian Wealth Business Performance and Implementation LeadDescriptionJoin a team where your impact will be valued and recognized!If you're on the lookout for a career that can truly make a difference, look no further than HSBC. This is your chance to be part of a company that not only offers top-notch opportunities, support, and rewards but also values your...

This role is within the regional APAC Global Wealth Management, Wealth Credit Management (WCM) Team who are responsible for underwriting of Wealth Credit products, that include Commercial Real Estate, Residential Real Estate, Insurance premium Financing and other cash flow based lending products for Wealth Management clients in Asia.The Wealth Credit...

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 management • Opportunity to progress to...

Our client is a leading independent global wealth and advisory firm that specialises in private trust, structuring insurance and wealth protection solutions for HNWI. Role: To lead and grow successful HNW wealth management services across Singapore or wider South East Asia.Working with a global network of professional partnerships including private banks,...