Wealth Management Consultant

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...

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...

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...

Summit Planners Maximus is a full service provider for integrated financial services. Started in 2016, we have worked with numerous organizations, and we confidently work hand in hand with our clients to provide them with customized business and financial services. Our team put great importance on our culture of leaving no one alone as we instill willingness...

Key Responsibilities Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations. Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning. Building and maintaining strong...

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 & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your...

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...

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,...

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...

  Responsibilities: • Conduct research, data collection and analysis on the needs and issues of the client through interviews and workshops to translate their requirements into well-formulated solutions • Present findings and recommendations to the client using business proposals and presentation decks • Document the project into systems and processes...

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.-...

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...

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...

ABOUT THE PROGRAMMEThis 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...

Roles & ResponsibilitiesResponsibilities:Perform Financial Needs Assessment and suggest suitable solutions. Support clients with their wealth building and safeguarding requirements. Offer reliable financial guidance through thorough fact-finding and evaluation of clients' financial objectives. Build and maintain long-lasting good relationship with...

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...