Wealth Advisor

Roles & Responsibilities: For Wealth Advisor (Investments) role, you will provide Unit Trust advisory support to Relationship Managers (RMs). For Wealth Advisor (Bancassurance) role, you will provide advisory services on Universal Life and other suitable Premier Bancassurance products. Provide portfolio advisory support to Relationship Managers (RMs), with a...

Roles & 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...

Roles & 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...

Roles & ResponsibilitiesOur client, a well-established insurance agency with over a decade of industry experience, is seeking Wealth Management Advisors to join their team. With a strong reputation for providing exceptional financial planning and investment solutions, they are committed to helping clients achieve their financial goals. This is an exciting...

Roles & ResponsibilitiesOur client, a well-established insurance agency with over a decade of industry experience, is seeking Wealth Management Advisors to join their team. With a strong reputation for providing exceptional financial planning and investment solutions, they are committed to helping clients achieve their financial goals. This is an exciting...

Within Asia, the Wealth Advisory team works in close partnership with our International Trust Services (ITS) to support client's needs for trust and fiduciary services. Wealth Advisors also act as a key member of the integrated team together with Bankers, Investors and Lending Advisors to understand a client or prospect's wealth planning concerns and needs...

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...

Independent Financial Advisor - Singapore:Job Reference: 1442SGDate Posted: 23 June 2023 Recruiter: Independent Resourcing Consultancy Location: Singapore Salary: On Application Bonus/Benefits: Competitive Package Sector: Financial Advisers Job Type: Permanent Contact: Maria InglisJob Advertisement: Independent Financial Advisor for Leading Wealth Management...

Job Description: Reports to the Head of Private Wealth Management (PWM) Department and the assigned Team's Team Head respectively. Works losely with Client Advisors to assist in handling client relationships as well as executing of investment orders. Act as the primary contact for handling the administrative tasks and duties for clients and to experience...

Independent Financial Advisor Singapore Ref: 1442SG Singapore Competitive Package Self Employed Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Singapore We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in...

Senior Client Advisor, Private Wealth - Reserve Client Segment (Onshore)Posting Date: 1 Jun 2024Location:Singapore (City Area), Singapore, SGCompany: United Overseas Bank LtdAbout UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe...

Global wealth continues to grow world-wide at an unprecedented pace. Citi's global footprint and ability to service clients holistically position us to become an industry leader in wealth. The recent formation of Citi Global Wealth (CGW) as Division of Citi, with over 8,000 employees, has drawn together insights, experience, and assets from across the Global...

Roles & ResponsibilitiesOur client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities: Foster enduring relationships with clients, serving as their go-to...

Roles & ResponsibilitiesOur client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities: Foster enduring relationships with clients, serving as their go-to...

Key Responsibilities: Implementation and overseeing investment solutions, providing strong guidance & advice on the current market to take action on investment strategies & ideas. Function as the primary contact with the client and serve as the client's trusted investment advisor by providing indepth knowledge on both traditional & alternative investments...

Roles & ResponsibilitiesAbundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.Thanks to our strong strategic alliances with legal and accounting specialists, we...

Roles & ResponsibilitiesAbundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.Thanks to our strong strategic alliances with legal and accounting specialists, we...

Roles & ResponsibilitiesAbout Blue Edge Advisors:Blue Edge Advisors is dedicated to providing comprehensive wealth management services tailored to meet the individual needs of our clients. As part of our Multi-Asset Solutions (MAS) team, we design and implement strategies that combine multiple asset classes to optimize portfolio performance and meet the...

Job Description： CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC’s integrated platform, professional research and full market allocation resources,...

Roles & Responsibilities*Company Overview*With our team of inspirational and successful leaders, we believe in fostering talent and providing real world experience for the upcoming generation of financial professionals. As part of our commitment to mentorship and education, we seek driven and aspirational students to join out team.*Position Overview*As a...