Wealth Preservation Planner

Job DescriptionThe candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning...

Job DescriptionThe candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning...

Job DescriptionThe candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning...

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role DescriptionMarketing SupportAnswer queries from Relationship Managers (RMs)/clientsCoordinate with the Trust Company AdministratorsCoordinate with Insurance Brokers / Third Party...

JOB DESCRIPTION. Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management. Study financial markets, investment products, and industry regulations to stay informed and up-to-date. Shadow experienced wealth managers and financial advisors to observe client interactions and wealth management strategies....

Job Description： CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC’s integrated platform, professional research and full market allocation resources,...

Job Description： CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC’s integrated platform, professional research and full market allocation resources,...

Roles & ResponsibilitiesJOB DESCRIPTION· Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management· Study financial markets, investment products, and industry regulations to stay informed and up-to-date· Shadow experienced wealth managers and financial advisors to observe client interactions and wealth...

ObjectivesYou will learn about personal wealth management and financial literacy. By the end of the internship, you will have been exposed to a comprehensive number of financial instruments with the knowledge that will be greatly useful to you in all future endeavours in the finance industry.Areas of Study Wealth Management – Retirement, Wealth...

Objectives You will learn about personal wealth management and financial literacy. By the end of the internship, you will have been exposed to a comprehensive number of financial instruments with the knowledge that will be greatly useful to you in all future endeavours in the finance industry. Areas of Study  Wealth Management – Retirement, Wealth...

Roles & ResponsibilitiesOur teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide real-time access to critical deal information and crunch billions of data points each day to inform firm-wide market...

Our teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide real-time access to critical deal information and crunch billions of data points each day to inform firm-wide market insights and...

Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...

Roles & ResponsibilitiesAs a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role...

Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...

Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...

This program provides you the right skills and knowledge to explore the financial services industry.What you can get away from this exciting journey:Understanding of financial portfolio management – managing of personal finance, investments in various asset classes. Eg. Investments in funds / Unit TrustsMarket research on financial planning such as CPF,...

Roles & ResponsibilitiesAs an Advanced Care Planner, your role revolves around crafting and implementing customized care plans to meet customers' objectives, while effectively managing customer relationships. By understanding customer profiles and recommending relevant solutions, you will establish trust and rapport. Additionally, your responsibilities...

Engage a range of stakeholders within their Referral Partners: Gatekeepers, Wealth Planners, Market heads and Consultants to drive business development activities that increase the percentage of Relationship Managers that actively refer opportunities, closing cases and increase penetration. Work with current client groups with the intent of increasing...

Engage a range of stakeholders within their Referral Partners: Gatekeepers, Wealth Planners, Market heads and Consultants to drive business development activities that increase the percentage of Relationship Managers that actively refer opportunities, closing cases and increase penetration.Work with current client groups with the intent of increasing...