Wealth Relationship Executive

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...

About the Company A leading fintech group poised to redefine wealth management through a cutting-edge platform. The company is on an ambitious journey to create a state-of-the-art solution tailored to modern wealth management needs. Role Overview The CEO will play a pivotal strategic and operational role in leading the company’s vision and execution for...

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

Company OverviewWe are a dynamic organization, Elite Wealth Consultancy, focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.SalaryWe offer a competitive salary range estimated at...

We are seeking a highly motivated and enthusiastic individual to join our dynamic team at Elite Wealth Consultancy as an Investment Associate. This is a unique opportunity for you to grow and manage wealth effectively.The role comes with an estimated salary of $80,000 per annum, making it an attractive option for those looking to advance their careers in...

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 & 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...

Elite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...

Unlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...

About ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...

About the Role: As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies...

Job DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Role OverviewThe successful candidate will be responsible for growing the business through proactive acquisition and retention of high net worth clients, building deep relationships with clients, and providing...

Wealth Asia LLP seeks a driven and ambitious Sales and Business Development Intern to support our growth strategy. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise.As a Key Player in Wealth Management Expansion, you will be responsible for participating in sales and marketing activities, receiving...

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

Job Description:We are seeking a highly skilled Senior Private Wealth Advisor to join our team at Fargo Wealth Group Limited. This role will be responsible for managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the Asia market.Key Responsibilities:Client Relationship Management:Develop and nurture strong relationships...

A company is looking for a dynamic, commercial, client-focused Vice President, Wealth & iShares Sales Manager with a strong understanding and working experience of the ETF asset class to join their wealth team in Singapore. The role reports directly to the Head of Singapore Wealth and will work closely with the AxJ iShares Wealth Distribution team. The...

About the RoleWe are seeking a skilled Strategic Wealth Advisor to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Job DescriptionThe successful candidate will be responsible for growing our business through proactive acquisition and retention of high net worth (HNW) / ultra-high net worth (UHNW) clients.Key Responsibilities:Grow the business...

Roles & ResponsibilitiesKey Responsibilities Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending...