Wealth Management Operations Specialist
2 months ago
JOB LOCATION: Changi Business Park Crescent SingaporeJOB TITLE: WEALTH MANAGEMENT OPERATIONS SPECIALIST (CLM)Roles & ResponsibilitiesWe’re looking for someone who can:· Enable client activities through timely action on client requests with high precision· Leverage leading technology tools to automate and improve efficiency· Collaborate well with partners from various functions and come up with innovative solutions for our clients· Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality· Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrenceDesirable SkillsYour experience and skillsYou need to have:1. University degree, preferably in banking or finance related discipline.2. Several years of experience in bank operational roles, preferably wealth management related.3. Keen understanding of client lifecycle processes which includes documentation, screening and static change.4. Good client service mindset with excellent communication and problem solving skills.5. Strong risk and control mindset with a structured and logical approach to analysis and problem-solving.You are:- A self-starter who can work well with minimal supervision.- Methodical, concise and accurate, with strong attention to detail.- A good communicator who is comfortable in facing multiple stakeholders.- An effective team player, with professional and positive attitude.- Able to work under pressure to strict deadlines (you're good at prioritizing tasks).- Adept at improving processes and enhancing workflows (you’re a keen observer and problem solver).- Innovative with data and agile in the changing landscape.
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Wealth Management Specialist
4 days 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...
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Wealth Management Professional
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...
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Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...
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Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...
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Wealth Management Professional
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...
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Wealth Management Growth Hacker
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading global wealth manager, providing personalized and innovative solutions to high net worth individuals and families. With a presence in 13 markets across Asia Pacific, we offer a wide range of financial services, including wealth management, asset management, and private banking.Job...
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Senior Wealth Strategist
4 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...
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Wealth Director
4 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeKey Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...
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Wealth Management Operations Specialist
2 weeks ago
Singapore Best Careers and Opportunities Full timeJob Title: Wealth Management Operations SpecialistWe are seeking a highly skilled and detail-oriented Wealth Management Operations Specialist to join our team at Best Careers and Opportunities.Key Responsibilities:Enable client activities through timely and precise action on client requests.Leverage leading technology tools to automate and improve efficiency...
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Wealth Management Operations Specialist
4 weeks ago
Singapore Best Careers and Opportunities Full timeJob Title: Wealth Management Operations SpecialistWe are seeking a highly skilled and detail-oriented Wealth Management Operations Specialist to join our team at Best Careers and Opportunities. As a key member of our operations team, you will play a critical role in enabling client activities, leveraging technology to improve efficiency, and collaborating...
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Wealth Management Associate
1 month ago
Singapore CO Wealth Advisory Full timeWealth 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 we...
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Wealth Management
3 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full...
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Wealth Management
3 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...
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Wealth Management Specialist
3 weeks ago
Singapore CICC Full timeJob Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support to our team.Key Responsibilities:Serve as the primary point of...
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Wealth Management Specialist
2 weeks ago
Singapore CICC Full timeJob Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support.Key Responsibilities:Client Service: Serve as the primary...
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Wealth Director
4 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...
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Wealth Management Solutions Associate
4 weeks ago
Singapore Ares Management Corporation Full timeJob Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative strategies offered to the Asian private wealth channel.Key...
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Production Agent
1 month ago
Singapore Best Careers and Opportunities Full timeJob Title: Production Agent - Wealth Management Operations SpecialistAt Best Careers and Opportunities, we are seeking a highly skilled Production Agent - Wealth Management Operations Specialist to join our team.Job Summary:We are looking for a detail-oriented and organized individual to enable client activities through timely action on client requests with...
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Islamic Wealth Specialist
4 days ago
Singapore GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD. Full timeRoles & ResponsibilitiesWe are exclusively looking out for one our top banking clients in Singapore who is building up a team for their Islamic Wealth Advisory arm. They are looking to bring onboard niche and experienced profiles as their investment specialists. They will be the pioneers within this Pillar and the to-go person who will help to carry out...
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Wealth Management Solutions Associate
1 month ago
Singapore Ares Management Corporation Full timeJob Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative strategies offered to the Asian private wealth channel.Key...