Wealth Manager, Hnw

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...

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...

HNW DistributionIn Singapore, FWD aims to change the way people feel about insurance by leveraging technology to deliver products and services that are relevant, easy to understand and always convenient for our customers. To this end, we have a direct-to-consumer (DTC) platform that allows customers to buy their preferred life and general insurance products...

Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

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...

We are looking for a Wealth Manager who will be responsible to drive growth in the Affluent and High Net Worth (AHNW) business through TD Sales Force. He/she will implement initiatives, sales & promotion activities, to grow the Affluent & HNW business and the number of Personal Wealth Managers for the HNW Prestige Club.What you will be doing Foster and...

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform - moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment...

Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing,...

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing,...

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,...

Roles & ResponsibilitiesJob DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in 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...

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...

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...

Job Details:LocationSingaporeSalaryCompetitive SalaryJob TypePermanentRefBH-179153ContactSharanya Sabnani- Postedabout 4 hours ago A dynamic global Insurance Company Perm Role with excellent benefits and career growth Dynamic and high calibre teamThe Company:Responsibilities: Enhance and steer the HNW Product strategy and roadmap to effectively deliver...

Responsibilities:Develop and maintain strong relationships with high net worth clients understanding their unique insurance needs and risk profiles. Assess client needs and provide tailored insurance solutions, including but not limited to wealth planning, health planning, and legacy planning. Proactively manage and service existing client accounts, ensuring...

Responsibilities: Develop and maintain strong relationships with high net worth clients understanding their unique insurance needs and risk profiles. Assess client needs and provide tailored insurance solutions, including but not limited to wealth planning, health planning, and legacy planning. Proactively manage and service existing client accounts,...

Responsibilities: Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain longterm relationships Work together with internal asset management team to develop discretionary account business, crossborder business and new product research & development...