Wealth Manager Personal Assistant

Job Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio administration. This position offers...

Roles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...

Roles & ResponsibilitiesWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities:- To shadow Senior relationship managers and assist them in managing their clients- Monitor and review client portfolios and create process and templates which allows for ease of monitoring- Use technology to improve efficiencies in all...

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...

We are seeking an Analyst within our Wealth Management business. Below are the responsibilities:- To shadow Senior relationship managers and assist them in managing their clients- Monitor and review client portfolios and create process and templates which allows for ease of monitoring- Use technology to improve efficiencies in all processes related to client...

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•...

Roles & ResponsibilitiesAbout 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...

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...

You 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 PackageFlexible Working Arrangements No working experience requiredComprehensive on-job training is providedCentral office...

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 & ResponsibilitiesPersonal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. Be actively involved in...

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...

Do 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 Portfolio Management Associate specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play a vital role by...

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 Portfolio Management Associate specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will...

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...

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 $500-1000* for 9 days internship Interns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of...

We are currently seeking a high calibre professional to join our team as a Personal Wealth Manager.Principal ResponsibilitiesMaintain customer service excellence, greeting and serving our customersManage customer queries and feed back with appropriate advice Provide recommended solutions for retail banking and general insurance products to meet...

Personal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Be actively involved in understanding the job customers'...

We are currently seeking a high calibre professional to join our team as a Personal Wealth Manager.Principal ResponsibilitiesMaintain customer service excellence, greeting and serving our customersManage customer queries and feed back with appropriate advice Provide recommended solutions for retail banking and general insurance products to meet customer's...

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 further. Wealth and Personal...