Wealth Director

3 weeks ago


Singapore APEX WEALTH MANAGEMENT LLP Full time
Roles & Responsibilities

Roles & Responsibilities

Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products.

Achieve revenue targets set out by management. Undertake any other projects from time to time. Perform joint appointments whenever needed.

Candidates should have 3-5 years of prior experience in Insurance Sales-related roles. Sound analytical mind Must have or willing to learn a broad based insurance-related exposure and background in order to multi-task within a small team. Candidates should ideally be mature, confident, and able to play a meaningful role in client meetings. Coaching, mentoring and team management experience will be an added advantage


Tell employers what skills you have

Coaching
Mentoring
Forecasting
Microsoft Excel
Construction
Inventory
Sales Management
Investments
Supply Chain
Wealth
Procurement
Business Planning
Primavera P6
Team Management
Banking
Civil Engineering
  • Wealth Director

    3 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...

  • Wealth Manager

    6 days ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

  • Wealth Director

    3 weeks ago


    Singapore Recruit Success Pte. Ltd. Full time

    Career Opportunity: Recruit Success Pte. Ltd. is seeking a motivated individual to fill the role of Wealth Director. This position offers a dynamic and challenging career path with opportunities for growth and development.About the Role: As a Wealth Director, you will be responsible for providing financial solutions for B2B and B2C, business succession and...


  • Singapore HSBC Full time

    At HSBC Private Bank, we put our clients at the centre of everything we do. We are currently seeking a high calibre professional to join our team as a Strategic Wealth Lending Solutions Director.Key ResponsibilitiesDrive end-to-end development of wealth lending solutions, including product design, approval, training, and sales management.Grow the wealth...

  • Financial Director

    7 hours ago


    Singapore United Overseas Bank Full time

    Job Summary:We are seeking an experienced Financial Director to lead our Private Wealth team in Singapore.About United Overseas Bank:United Overseas Bank Limited is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories.Responsibilities:Lead the Private Wealth team to achieve business objectivesDevelop...


  • Singapore Talentvis Singapore Pte. Ltd. Full time

    Our company, Talentvis Singapore Pte. Ltd., seeks a skilled and experienced professional to fill the role of Director - Relationship Manager (Private Wealth Management). This position requires a deep understanding of the Greater China market, with a focus on client acquisition and relationship building, as well as providing tailored wealth solutions.Key...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesAs a Sales and Business Development Intern, you will assist our Wealth Director as well as Sales and Business Development team in various tasks aimed at identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise and...


  • Singapore HSBC Full time

    Premier Elite Associate Director Job DescriptionAt HSBC, we are committed to delivering exceptional client experiences and driving business growth through our Premier Elite Associate Director role. This challenging and rewarding position offers the opportunity to make a real impact and advance your career in the exciting field of wealth management.Key...

  • Sales Director

    6 days ago


    Singapore MOOMOO FINANCIAL SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesMoomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique...


  • Singapore HSBC Full time

    Job DescriptionHSBC is seeking a highly skilled and experienced professional to join our team as a Premier Elite Associate Director. This role is a key position in our Wealth Management division, responsible for providing exceptional client service and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with high net worth...


  • Singapore Abrdn Asia Limited Full time

    Digital Wealth Product Manager Apply locations: Singapore Time type: Full time Posted on: Posted 3 Days Ago Time left to apply: End Date: December 27, 2024 (30+ days left to apply) Job requisition id: R0072206 Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment...


  • Singapore DBS Bank Full time

    A dynamic and innovative role has emerged within DBS Bank, seeking a seasoned professional to spearhead the development of a global wealth management proposition.This pivotal position demands exceptional leadership skills, paired with an in-depth understanding of key business drivers and market research. By leveraging cutting-edge creative strategies and...


  • Singapore HSBC Full time

    Senior Wealth Manager Role at HSBCWealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to...


  • Singapore Moomoo Full time

    Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds a unique digitalised investment...


  • Singapore HSBC Full time

    At HSBC Private Bank, we strive to deliver world-class solutions to our clients. We are seeking a high-calibre professional to join our team as a Senior Vice President, Wealth Lending Product Management.Key ResponsibilitiesHSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver solutions to retail and private clients...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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...


  • Singapore PEOPLESEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesOffshore Private Banking Relationship Manager (Director/Executive Director)Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Managers at the Director/Executive Director level to join...

  • Management Associate

    3 weeks ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesReports To:DirectorJob Overview:The Management Associate will be part of an exciting team that is crucial to the growth of the organisation. This position is an all-rounded role responsible for (including but not limited to) Sales, Marketing and Recruitment. He/She works with the team to come up with various campaigns for the above...


  • Singapore Recruit Success Pte. Ltd. Full time

    Explore a Rewarding Career in Wealth ManagementAt Recruit Success Pte. Ltd., we are seeking a highly motivated and ambitious individual to join our team as a Wealth Management Specialist. As a key member of our organization, you will play a vital role in providing financial solutions to both businesses and individuals.Key Responsibilities:Develop and manage...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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...