Business Analyst Wealth Management

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.)...

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...

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...

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...

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...

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...

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...

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...

About usAzqore is a leader in outsourced banking services. We are one of the entities under Credit Agricole Indosuez Wealth Management, providing integrated solutions and quality services to our clients.Backed up by the banking and financial strength of Crédit Agricole Group (majority shareholder with 80%) with its global presence and resources made...

Roles & ResponsibilitiesMaltem Singapore is currently looking for a Business Analyst to support their Wealth Management Client.Summary :Involved in supporting the PEII Platform project, including operations support and new enhancements such as requirements gathering, drafting functional specifications in the investment processes and analytics realm.Key...

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...

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...

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.-...

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,...

Job Description:Looking 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 Opportunity to...

Singapore Operations Personal & Corporate BankingJob Reference #BRCity SingaporeJob Type Full TimeYour role Are you passionate about driving sustainable change and challenging the status quo? Do you have a strong analytical and problem solving mindset and enjoy working as part of a project team? The Output Management Team in Operations is looking for a...

ABOUT THE PROGRAMME This 5 weeks long programme will take place from 20 MAY 2024 to 21 JUN 2024. It will include activities like workshops, events planning, and enneagram analysis to help you better understand the industry and how you fit into it. On top of that, you will also have the opportunity to receive guidance from experienced agency leaders and...