Current jobs related to Ipb Wealth Planning Manager, Avp - Singapore - Citi
-
VP/AVP, Wealth Management
1 week ago
Singapore OCBC Full timeJob Title: VP/AVP, WealthWe are seeking a highly skilled and experienced professional to join our Wealth team as a VP/AVP, Wealth. This role will be responsible for developing and executing marketing campaigns to promote our wealth management products and services.Responsibilities:Develop and execute comprehensive marketing strategies to drive brand...
-
Wealth Management Professional
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRole 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 Specialist
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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 timeJob 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...
-
Vice President, IPB Market Manager
1 month ago
Singapore Citi Full timeWhether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...
-
Vice President, IPB Market Manager
1 week ago
Singapore Citi Full timeUnlock Your Potential as a Vice President, IPB Market ManagerCiti is seeking a highly skilled and experienced professional to join our team as a Vice President, IPB Market Manager. In this role, you will be responsible for growing and managing international client relationships, leveraging and cross-selling Citi financial products and services.Key...
-
Apex Wealth Management Trainee
4 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeUnlock 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,...
-
Apex Wealth Manager
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeAbout 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 Professional
2 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeWealth 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...
-
(Hybrid) Wealth Management Intern
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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•...
-
Wealth Planning Manager
4 days ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeUnlock Your Potential as a Wealth Planning ManagerAt ACHIEVE CAREER CONSULTANT PTE LTD, we're committed to helping you achieve your career goals. As a Wealth Planning Manager, you'll have the opportunity to work with clients to create personalized financial plans that meet their unique needs and aspirations.Key Responsibilities:Crafting Tailored Solutions:...
-
Wealth Management Associate
1 week ago
Singapore CO Wealth Advisory Full timeWealth 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...
-
Financial Wealth Manager
4 days ago
Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob 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...
-
Wealth Management Associate
2 weeks ago
Singapore WEALTH ASIA LLP Full timeUnlock 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 Planning Manager
4 days ago
Singapore DBS BANK LTD. Full timeRole OverviewWe are seeking a skilled Wealth Planning Manager to join our team at DBS BANK LTD. As a key member of our Consumer Banking Group, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and wealth management advice to our customers, tailoring solutions to meet their...
-
Vice President, IPB Market Manager
7 days ago
Singapore Citi Full timeWhether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...
-
Apex Wealth Management Internship
3 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & 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•...
-
Singapore United Overseas Bank Full timeManager/ AVP, Wealth Banking Relationship Manager Posting Date: 27 Aug 2024 Location: Singapore, SG Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we...
-
Manager/ AVP, Wealth Banking Relationship Manager
2 months ago
Singapore United Overseas Bank Full timeManager/ AVP, Wealth Banking Relationship Manager Posting Date: 16 Aug 2024 Location: Singapore, SG Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we...
-
Singapore United Overseas Bank Full timeManager/ AVP, Wealth Banking Relationship Manager Posting Date: 25 Sep 2024 Location: Singapore, SG Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we...
Ipb Wealth Planning Manager, Avp
4 months ago
Responsibilities:
- Ensure a consistent sales delivery to our internal and external partners through dual delivery model in followup and responsiveness.
- Responsible for all internal and external growth initiatives that require coaching, mentoring and training for staff.
- Responsible for dissemination and implementation of communications.
- Partner with Marketing on collateral initiatives.
- Provide support on increasing and capturing cross sell opportunities.
- Increase efficiencies of daily sales and operational activities.
- Responsible for reporting sales results and reasons for successes.
- Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.
- Liaise between sales teams and branches on initiatives.
- Represent sales on the development of strategies and programs to effectively partner with the bank.
- Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.
- Partner with leadership in developing and executing rallies, recognition, focus days and/or seminars targeted towards increasing sales volume and customer relationships.
- Responsible for all marketing material, collateral and signage.
- Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.
- Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.
Qualifications:
- 58 years of experience in insurance sales
- Ability to analyze data and identify trends in order to come up with ideas to help increase specific performance indicators and results.
- Proven success record in selling and/or leading others.
- Ability to clearly articulate business objectives and/or programs to various levels of management across the organizations.
- Requires use of conceptual and innovative thinking.
- Supporting Thai market and ability to communicate with Thai speaking clients is essential
Education:
- Bachelor's/University degree or equivalent experience
Job Family Group:
Consumer Sales
-
Job Family:
Consumer Product Sales
-
Time Type:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
EEO is the Law" poster. View the
EEO is the Law Supplement.
View the
EEO Policy Statement.
View the **Pay Transparency Posting
