Holistic Wealth Consultant

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! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

Roles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...

**Pre Sales Consultant - Fintech - Private Banking** **Pre Sales Consultant** wanted as our team is growing fast! Company: Wealth Dynamix Role: Pre Sales Consultant Location: Singapore Start Date: Dec 24 **Who are we?** - Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative...

**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

**Fresh out of school and searching for your perfect career path? **Or feeling jaded in your current industry and thinking it might be time for a career change? Collectively, we help our consultants to succeed in this industry and to increase client satisfaction. We provide training support, moral boosters, and mentorship to ensure your...

Roles & ResponsibilitiesCorporate Solutions Consultant (B2B)CO Wealth Advisory is looking for self-driven and results-oriented sales professionals to further develop our Corporate Solutions business which is one of our key markets and core strengths.This is a specialised B2B financial advisory role where the candidate shall utilise their Sales Prospecting...

Role Responsibilities - Lead the delivery of consulting projects and programs of work, across a range of topics (to be defined) in wealth management and private banking - with a principal focus on the Singapore market and secondarily across APAC markets - Lead the development of more junior consultants in the topical disciplines of the WM/PB - Work with...

**The Role** **In need of an experienced and dedicated Wealth Planner who will provide holistic wealth management solution to clients.** **Your responsibilities will include**: - Managing client’s financial portfolio while building long lasting relationships - Evaluating clients' financial documents including their income, expenses, and liabilities. -...

Roles & ResponsibilitiesThis position is responsible for advising clients on holistic wealth planning and family office solutions with respect to estate, succession, inter-generational transfer, preservation, family office and liquidity planning and plays a role in business development both with clients and stakeholders, internally and externally, and the...

We are expanding our team and looking for highly driven and motivated individuals to join us. You can look forward to an exciting and fun career that is both emotionally satisfying and financially rewarding. **Responsibilities**: - Researching market trends and assisting with the development of investment plans in collaboration with the wealth manager -...

We are expanding our team and looking for highly driven and motivated individuals to join us. You can look forward to an exciting and fun career that is both emotionally satisfying and financially rewarding. **Responsibilities**: - Researching market trends and assisting with the development of investment plans in collaboration with the wealth manager -...

About the RoleWe are seeking an experienced Financial Services Expert to join our team at DBS Bank Limited. As a key member of our Treasures team, you will be responsible for promoting wealth products and solutions within the cluster. You will also conduct regular coaching, training and market/product briefings for Treasures Wealth Managers to enhance their...

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

**Job Highlights**: - Highly structured & holistic wealth management training - Need-based, process oriented, non-product driven advisory - Clearly established multiple career advancement paths at onset **Job Description**: A. Financial Advisory Support - Client Profiling & Due Diligence - Financial Needs Analysis - Construction of Financial Plan -...

Why Wealth Planner? - You are passionate and a strong advocate of taking a Data-centric, Far-sighted, and Holistic approach to Personal Wealth Management - You are a highly Independent and Self-driven individual who is NOT seeking a traditional, desk-bound, 9-5 job - You are seeking to explore a well-established path to earning an Extraordinary Income Core...

Job description**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...

Meeting and understanding client's needs - Managing and planning of client's wealth/finance - Servicing of client's portfolio - Trainings and guidance are provided

Roles & ResponsibilitiesJob Description:Are you ready to build a rewarding career in financial services, helping clients secure their financial futures? Join our team as a Wealth Management Consultant, where you'll receive in-depth training and one-on-one mentorship from award-winning financial experts. This role offers diverse opportunities to specialize in...

**Wealth Management Consultant(Investment)** **BENEFITS** - Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) - Various incentive trips - Build a growing stream of recurring incomeProfessional development and Mentorship to break barriers **ROLE** Become a part of our team and start a...

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...