Client Advisor, Private Wealth

As a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.ResponsibilitiesAchieve consistent growth in portfolio and revenuesEnsuring...

As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...

Roles & ResponsibilitiesWe are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.As a Client Advisor with Premier Private Client, your roles & responsibilities will include:...

We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.As a Client Advisor with Premier Private Client, your roles & responsibilities will include:Actively acquire and...

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...

Roles & ResponsibilitiesUOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients’ financial objectives, we provide tailored products and solutions that draw on the Group’s comprehensive suite of personal, business and investment services.Job...

Roles & ResponsibilitiesRole DescriptionSupport Private Wealth Management Relationship Manager(s) in providing client service and ensuring that all KYCs (Know Your Customers) and documentation relating to Private Wealth Management transactions are in order.Specific Responsibilities · Initiate and/or follow up on documentation pertaining to new account...

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...

As 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 is expected to be like...

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...

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...

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...

UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services.Job ResponsibilitiesSource for and acquire...

Roles & ResponsibilitiesJob Responsibilities: Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles Responsible for striving towards the Asset Under Management (AUM) growth...

CompanyZICO Holdings Inc. ('ZICO' and together with its subsidiaries and associated companies, the 'Group') isan integrated provider of multidisciplinary professional services which was listed on Catalist Board ofthe Singapore Exchange Securities Trading Limited ('SGXST') on 11 November 2014. The Group isfocused on the ASEAN region and through its...

Roles & ResponsibilitiesCompanyZICO Holdings Inc. (“ZICO” and together with its subsidiaries and associated companies, the “Group”) isan integrated provider of multidisciplinary professional services which was listed on Catalist Board ofthe Singapore Exchange Securities Trading Limited (“SGXST”) on 11 November 2014. The Group isfocused on the...

Roles & ResponsibilitiesClient Advisor, Financial AdvisoryCornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services.Being Independent, we...

YOUR IMPACTThe Alternative Capital Markets (ACM) group within the Asset & Wealth Management Division (AWM) is looking for a Vice President/Executive Director to join the team based in Singapore.The Alternative Capital Markets Group is responsible for structuring, sourcing and capital raising capital from Goldman Sachs ultra high net worth individuals and...