Wealth Management
2 months ago
Responsibilities
As an Operation Specialist, you will play a pivotal role in ensuring seamless client service and providing administrative support to the Wealth Management department. Key responsibilities include but not limited to:
1. Serving as the primary point of contact for clients’ general inquiries on account opening, trading platform, and other relevant matters, maintaining a professional and efficient approach.
2. Reviewing the daily operating procedures to comply with internal guidelines and relevant regulatory requirements, thus, recommending and implementing enhancements to improve the effectiveness and efficiency of client services and related systems.
3. Assisting in daily business operations and activities regarding coordination, organization, and communication with other departments.
4. Coordinating the logistics of global marketing trips.
5. Preparing and processing complex expense reports, ensuring adherence to Firm policy. Following up with related departments and professionals regarding the processing status of the expense report and informing the professionals timely.
6. Making very complex travel arrangements effectively, including hotel accommodation, air tickets, and local transportation. Demonstrating forward-thinking solid ability.
7. Managing schedules, extensively arranging/coordinating/updating of complex meetings, and appointments, and preparing correspondences, reports, minutes, and presentation materials for the professionals.
8. Collecting information and assisting the manager in preparing the department activities.
9. Performing ad-hoc tasks as required.
Qualifications:
1. Bachelor’s degree or above in Business, Finance, or a related discipline.
2. 2-3 years of experience in client service with a Private Banking or Wealth Management company.
3. Strong client service orientation with excellent interpersonal skills.
4. Team player with a disciplined and multitasking approach.
5. Proficiency in both written and verbal English and Mandarin
6. Possession of relevant licenses.
7. Have right to work in Singapore without visa sponsorship is highly preferred.
-
Apex Wealth Management Internship
2 months ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesJob DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and...
-
Wealth Manager
4 weeks ago
Singapore Titans Private Wealth Full timeKey Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...
-
Wealth Manager
4 weeks ago
Singapore Titans Private Wealth Full timeKey Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...
-
Wealth Management Specialist
1 month ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Wealth Manager
1 week ago
Singapore Vastus Wealth Pte Ltd Full timeAs Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...
-
Wealth Management Intern
4 weeks ago
Singapore Jordan Tan & Associates Wealth Management Full timeDescription:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...
-
Wealth Management Intern
2 months ago
Singapore Jordan Tan & Associates Wealth Management Full timeDescription:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...
-
Wealth Management Associate
2 months ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...
-
Wealth Management Intern
2 months ago
Singapore Wealth Asia LLP Full timeWealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and...
-
Wealth Management Intern
4 weeks ago
Singapore Wealth Asia LLP Full timeWealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and...
-
Wealth Management Intern
4 weeks ago
Singapore Wealth Asia LLP Full timeWealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and...
-
Wealth Management Intern
2 months ago
Singapore Wealth Asia LLP Full timeWealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and...
-
Wealth Manager
1 week ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesFor all fresh graduates:What you will get from the career:Accelerated career growth with plenty of professional development opportunities. Nurturing work environment & staff welfare. Mentorship with industry professionals to develop diverse skillsets. Flexible work arrangements with attractive remuneration packages.What will you...
-
Wealth Manager
4 weeks ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesFor all fresh graduates:What you will get from the career: Accelerated career growth with plenty of professional development opportunities. Nurturing work environment & staff welfare. Mentorship with industry professionals to develop diverse skillsets. Flexible work arrangements with attractive remuneration packages.What will you...
-
Apex Wealth Management Internship
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJob Description:Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:Industry-recognised certifications in the financial services industry Full training in financial services and management Opportunity to...
-
Relationship Manager
1 month ago
Singapore FARGO WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesCompany DescriptionFargo Wealth Management (Singapore) is a leading Multi-family Office (MFO) and External Asset Manager (EAM) serving global Ultra High Net Worth clients. Headquartered in Hong Kong, Fargo has offices in China and Singapore, as well as booking centers in New York, Liechtenstein, and Zurich. Since its inception in...
-
Relationship Manager
4 weeks ago
Singapore FARGO WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesCompany DescriptionFargo Wealth Management (Singapore) is a leading Multi-family Office (MFO) and External Asset Manager (EAM) serving global Ultra High Net Worth clients. Headquartered in Hong Kong, Fargo has offices in China and Singapore, as well as booking centers in New York, Liechtenstein, and Zurich. Since its inception in...
-
Wealth Advisor
4 weeks ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it’s medical or financial protection, you are empowered to help your...
-
Wealth Advisor
4 weeks ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it’s medical or financial protection, you are empowered to help your...
-
Wealth Advisor
1 week ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesAre you ready to empower others with financial wisdom?Join us as a Wealth Advisor and step into a role where you'll make a real difference.We believe that a successful career goes beyond monetary rewards. Every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your...