Wealth Advisory Specialist

Role OverviewAs a Wealth Advisory Specialist at OCBC Bank, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients. Your goal will be to enhance franchise value by cross-selling appropriate wealth solutions based on an advisory approach.Key ResponsibilitiesTo provide...

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

Stash Away is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all Stash Away Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

Roles & ResponsibilitiesWe are exclusively looking out for one our top banking clients in Singapore who is building up a team for their Islamic Wealth Advisory arm. They are looking to bring onboard niche and experienced profiles as their investment specialists. They will be the pioneers within this Pillar and the to-go person who will help to carry out...

Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...

Job Description:We are seeking a skilled Executive Portfolio Manager to join our Wealth Advisory Services team at CLSA. This role will be based in Singapore and will report directly to the Head of Wealth Management.Key Responsibilities:Maintain strong relationships with high net worth clients, providing expert advice on investment strategies and portfolio...

Wealth Advisory RoleAt Warchest Pte. Ltd., we are seeking a talented individual to fill a key position in our business development team. As a Wealth Advisory Professional, you will be responsible for identifying, targeting, and acquiring clients across various wealth spectrums.Key Responsibilities:• Conduct investment needs analysis to understand clients'...

Corporate Solutions Consultant (B2B) CO Wealth Advisory is looking for dynamic and experienced B2B Sales professionals to further develop our Corporate Solutions business which is one of our key markets and core strengths. This is a Sales Consulting and Client Servicing role expected to hunt for new accounts with business owners and HR professionals, and...

Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking department, you will be responsible for developing and growing our relationships with affluent and high net worth clients.Key ResponsibilitiesProvide financial advisory services and appropriate financial...

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...

Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

About This OpportunityWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank Negara Indonesia. As a key member of our Wealth Management team, you will be responsible for providing holistic solutions to our Priority clients, working closely with other members of the team to identify and pursue new business opportunities.Key...

Business Development Executive Role DescriptionAt FINEXIS ADVISORY PTE. LTD., we are seeking a highly motivated Business Development Executive to join our team. This role is a key position in our organization, responsible for identifying and developing new business opportunities within the private wealth management sector.About this role:We are looking for...

Job OverviewThe Regional Wealth Advisory Project Manager will be focused on leading and coordinating the build and launch of the UOB Award Winning Portfolio Advisory Tool (PAT) in the region. The candidate will be required to work closely with the external vendor, local business units, technology, operations and other internal stakeholders in the build and...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

Roles & Responsibilities Are you looking to build a strong career in the financial advisory industry? Do you possess strong communication skills and a keen understanding of financial products? Are you driven and self-motivated for success?If so, then we are looking for you!About this role:As a Senior Wealth Manager, you will provide sound insurance and...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Roles & Responsibilities Are you looking to build a strong career in the financial advisory industry? Do you possess strong communication skills and a keen understanding of financial products? Are you driven and self-motivated for success?If so, then we are looking for you!About this role:As a Wealth Manager, you will provide sound insurance and reliable...