Current jobs related to Manager, Personal Wealth Manager - Singapore - UNITED OVERSEAS BANK LIMITED

  • Wealth Management Professional

    2 weeks ago

    Singapore ELITE WEALTH CONSULTANCY Full time

    Wealth ManagementAt ELITE WEALTH CONSULTANCY, we are seeking a highly motivated and driven individual to join our team as an Investment Associate.**Role Overview:**Our comprehensive training program is designed to equip you with the skills necessary to excel in various core management functions, including Performance Management, Recruitment, and Team...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Wealth Management Professional

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Role SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Wealth Asia LLP. As a key member of our wealth management team, you will play a vital role in providing comprehensive wealth management solutions to our affluent clientele.Key ResponsibilitiesPartner with Wealth Advisors to gather in-depth client information and...

  • Wealth Management Professional

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Job DescriptionWe are seeking a highly motivated and ambitious individual to join our Wealth Asia LLP team as a Wealth Management Intern. As a key member of our team, you will have the opportunity to gain hands-on experience in the financial services industry and develop your skills in wealth management, leadership, and financial planning.Key...

  • Apex Wealth Manager

    2 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Apex Wealth Manager. As a key member of our financial services team, you will play a crucial role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Acquisition and Relationship Building: Identify and acquire new clients, build...

  • Wealth Management Associate

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Unlock Your Potential in Sales and Business DevelopmentWealth Asia LLP is seeking a highly motivated and detail-oriented Sales and Business Development Intern to join our team. As a Sales and Business Development Intern, you will play a crucial role in assisting our Wealth Director and Sales and Business Development team in identifying growth opportunities...

  • Wealth Management Associate

    7 days ago

    Singapore CO Wealth Advisory Full time

    Wealth Management Associate Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and we...

  • Apex Wealth Management Trainee

    3 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Unlock Your Potential with Apex Wealth Management LLPAre you a student looking to gain valuable experience in the financial services industry? Do you want to develop your skills and knowledge in wealth management and financial planning?We have an exciting internship program that offers you the opportunity to work with a leading wealth management company,...

  • Personal Wealth Manager

    1 week ago

    Singapore HSBC Full time

    Job DescriptionHSBC is seeking a highly skilled and motivated Personal Wealth Manager to join our team. As a key member of our Wealth and Personal Banking division, you will be responsible for delivering exceptional customer service and providing tailored financial solutions to our clients.Key ResponsibilitiesManage customer relationships and provide...

  • (Hybrid) Wealth Management Intern

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking 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•...

  • Personal Wealth Manager

    2 months ago

    Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Financial Wealth Manager

    3 days ago

    Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    Job Title: Financial Wealth Planner/Senior Financial Wealth PlannerAbout the Role:We are seeking a highly motivated and ambitious Financial Wealth Planner/Senior Financial Wealth Planner to join our team at ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. As a key member of our team, you will be responsible for building and maintaining long-term relationships with...

  • Personal Wealth Manager

    2 weeks ago

    Singapore RANDSTAD PTE. LIMITED Full time

    Roles & Responsibilities Attractive remuneration and comprehensive benefits package Career growth and advancement Structured training and on-the-job developmentJob Description: Act as a trusted companion on clients' financial journeys, offering personalized advice for big and small decisions. Provide tailored financial solutions to meet individual...

  • Apex Wealth Management Internship

    2 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesLooking 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 management•...

  • Wealth Management Associate

    3 days ago

    Singapore AVRIO WEALTH PTE. LTD. Full time

    Client Service Associate RoleAt Avrio Wealth PTE. LTD., we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.Key...

  • Apex Wealth Management Internship Opportunity

    2 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Unlock Your Potential in Financial ServicesAre you a student looking to gain valuable experience and qualifications in the financial services industry?We offer internship programs specifically designed for students, providing a comprehensive training in financial services and management. Our program includes:• Industry-recognised certifications in...

  • Personal Wealth Manager

    4 days ago

    Singapore LAVORO TALENTO CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesAbout us~Gain valuable experience and launch your career in Wealth Management. ~Be part of a dynamic and supportive team. ~Make a real difference in the lives of your clients by helping them achieve their financial goals. ~Enjoy a competitive compensation package and excellent benefits.Qualifications & experience Diploma or...

  • Wealth Investment Advisor

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

  • Premier Wealth Relationship Manager

    2 months ago

    Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Wealth Relationship Executive

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    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...

Manager, Personal Wealth Manager

4 months ago

Singapore UNITED OVERSEAS BANK LIMITED Full time

Roles & Responsibilities



Wealth Management Position at XYZ Company

At 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 different age groups.

  • Engage proactively in comprehending customers' financial requirements and provide them with timely guidance, recommendations, and information tailored to suit their banking needs
  • Promote sales and cross-sell a diverse range of consumer banking and investment products, such as insurance, structured deposits, and unit trusts
  • Cultivate strong relationships with both new and existing clientele
  • Adhere to stringent advisory processes and maintain meticulous documentation integrity in alignment with the company's internal regulations, operational procedures, and compliance standards
  • Leverage the bank's branch network, tele-consulting, and customer referrals to achieve and surpass individual sales objectives

Skills and Experience

  • Demonstrated ability to thrive in a dynamic work setting with a keen interest in excelling within the wealth management sector
  • Resourceful and capable of operating with minimal supervision
  • Flexible availability, including extended work hours
  • Excellent interpersonal and communication skills coupled with a proactive and driven attitude
  • Recent graduates are encouraged to submit their applications

Education

  • Minimum educational requirement of a recognized degree or diploma in a relevant field

Tell employers about your skills



XYZ Company

Wealth Management
Referrals
Investment Strategies
Financial Planning
Wealth Accumulation
Investment Management
Emotional Intelligence
Deposits
Communication Skills
Banking
Excel
Financial Advisory
Unit Trusts
Regulatory Requirements
Financial Services