Wealth Planner

Wealth Preservation PlannerThe Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures. We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will...

Wealth Preservation PlannerThe Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures. We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

Roles & ResponsibilitiesIf you're looking for a job that combines your analytical skills with the ability to connect with people and help them plan for their future, then we have the perfect opportunity for you. With this role, you can use your strengths to help individuals with their future planning and make a meaningful impact in their lives.What we offer:...

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...

Roles & ResponsibilitiesThe Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship...

Roles & ResponsibilitiesResponsibilities:Perform Financial Needs Assessment and suggest suitable solutions. Support clients with their wealth building and safeguarding requirements. Offer reliable financial guidance through thorough fact-finding and evaluation of clients' financial objectives. Build and maintain long-lasting good relationship with...

Roles & ResponsibilitiesWe believe in empowering individuals and businesses to achieve their financial goals through personalized guidance and strategic planning. As a leading financial services firm, we are committed to delivering exceptional service and tailored solutions to our clients.Responsibilities:Conduct thorough financial assessments to understand...

Summit Planners Maximus is a full service provider for integrated financial services. Started in 2016, we have worked with numerous organizations, and we confidently work hand in hand with our clients to provide them with customized business and financial services. Our team put great importance on our culture of leaving no one alone as we instill willingness...

Our client is a leading independent global wealth and advisory firm that specialises in private trust, structuring insurance and wealth protection solutions for HNWI. Role: To lead and grow successful HNW wealth management services across Singapore or wider South East Asia.Working with a global network of professional partnerships including private banks,...

Roles & ResponsibilitiesAbundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.Thanks to our strong strategic alliances with legal and accounting specialists, we...

Roles & ResponsibilitiesWealth Executive / Financial AdvisorLocation: Henderson RoadWorking Day: FlexibleWorking Hours: HybridWork Salary: $3,000 Monthly Allowance + CommissionWe have a track record of successfully nurturing entry-level planners, paving the way for them to establish robust careers from the very start. Our proven and meticulously structured...

Roles & ResponsibilitiesSenior Material PlannerYishun, SingaporeWho We Are:Lumileds is the leading global light engine company serving customers in automotive lighting, general illumination, and consumer market segments. Lumileds operates in over 30 countries and has approximately 6,000 employees, Lumileds is shaping the future of light with the most...

Roles & ResponsibilitiesKey Perks:Lucrative base salary complemented by generous incentives and performance-driven bonuses. Comprehensive benefits package, including medical coverage and retirement plans. Gain access to exclusive training and development initiatives designed to refine your expertise. Forge a path for advancement within a nurturing and...

Roles & ResponsibilitiesGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst...

Roles & ResponsibilitiesGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst...

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 further.HSBC Private Bank seeks...

You shall provide support to the Founder of Advisors' Clique to nurture strong relationships with the high net worth, as well as mass affluent prospects and clients.You shall engage in gathering data for clients, summarise and analyse their portfolio and assist to formulate a proposal for both risk and wealth management and finally you facilitate in the...

Global Financial Consultants (GFC) is one of Singapore's most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients' financial future whilst guiding them on the path to...

Roles & ResponsibilitiesResponsibilities: Perform Financial Needs Assessment and suggest suitable solutions. Support clients with their wealth building and safeguarding requirements. Offer reliable financial guidance through thorough fact-finding and evaluation of clients' financial objectives. Build and maintain long-lasting good relationship with...