Prestigious Wealth Management Relationship Manager

**Responsibilities** We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term...

**Responsibilities** - Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts - Be well-versed in the bank’s products and services to address customers’ financial needs - Proactively develop and deepen relationships with...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

Company Brian Chok's Wealth Management Designation Wealth Management Internship Date Listed 05 Nov 2024 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 09 Dec 2024 - 20 Dec 2024 Profession Banking / Finance Industry Finance Location Name 101 Thomson Road, Singapore Address 101 Thomson Rd, Singapore 307591 Map Allowance...

Welcome to Taurus Wealth, where **tradition and innovation** are united in an entrepreneurial environment, empowering individuals to excel. We offer **attractive career opportunities** with a long-term perspective across a wide range of business activities and locations. As part of the **Taurus Family**, you are given the right amount of flexibility so that...

Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Valiant Wealth Advisory is a new start-up Financial Advisory and part of...

**Wealth Manager**: **Reports To**: Director **Job 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...

**Do 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 a vital role by...