Business Analyst(Wealth Management )

We are seeking an Analyst within our Wealth Management business. Below are the responsibilities: - To shadow Senior relationship managers and assist them in managing their clients. - Monitor and review client portfolios and create process and templates which allows for ease of monitoring. - Use technology to improve efficiencies in all processes related to...

We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

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...

**JOB SUMMARY** - This role could be based in Singapore and India. - The Business Solution Analyst acts as the key member of the squad, within Wealth Journeys Hive of Group Wealth Management, supporting the squad members with stories refinement and business solution development & helps to roll out new solutions to business. **RESPONSIBILITIES** **1....

**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,...

Roles & ResponsibilitiesWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities:- To shadow Senior relationship managers and assist them in managing their clients- Monitor and review client portfolios and create process and templates which allows for ease of monitoring- Use technology to improve efficiencies in all...

Roles & ResponsibilitiesWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities:- To shadow Senior relationship managers and assist them in managing their clients- Monitor and review client portfolios and create process and templates which allows for ease of monitoring- Use technology to improve efficiencies in all...

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...

We are looking for a skilled and experienced Business Analyst with in-depth knowledge and experience in the Wealth Management (Private Banking) domain and Temenos Wealth Front Office Suite. A solid understanding of portfolio management and/or order management concepts (DPM, Advisory, performance, order management, suitability, etc.) is essential. **Role and...

Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

**Role: Lead Business Analyst (Wealth Management Domain)** **Key Responsibilities**: - **Requirement Gathering and Translation**:Facilitate effective communication between parties and translate requirements into clear and concise specifications, ensuring alignment with business objectives and technical feasibility. - **Feasibility Studies and...

**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,...

Wealth Tech Operations Analyst Job Title: Wealth Tech Operations Analyst - **Contract Type**: Permanent - **Location**: Singapore - **Division**: APAC Operations - **Reporting to**: Head of APAC Operations - **Recruiting Managers**: David O'Brien About the role This role, WealthTech Operations Analyst, will be reporting to the Head of APAC Operations...

**Wealth BA - JD** Mandatory Certificate : IIBA Agile Analysis Certification - 4 to 10 year of experience as Business Analyst - Should have Strong Domain knowledge in Wealth Portfolio / Asset management functions - Good understanding of entire front middle and backoffice functions and supporting platforms of Global Wealth and Asset Management Firms -...

**Company Description**: Eminent Wealth Management (representing HSBC Life) is in the business of wealth management and planning. As an investment management trainee with us, you will be given the necessary training and guidance to embark on a career that would see you providing wealth advisory services to our customers.Job Description: - Plan & manage...

**Wealth Management Analyst / Associate Programme 2025** **-** **(**240001FE**)** **Description** **Reach your full potential with Bank of Singapore** Our Wealth Management Analyst/ Associate Programme is a graduate programme that offers you an insight into the world of private banking and equips you with the skillsets and relevant knowledge to build...

Roles & ResponsibilitiesWe are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.Position Overview: Our 2-year comprehensive training program is designed to...

Fargo Wealth Group is seeking a seasoned Relationship Manager to lead our private wealth management efforts in the Asia market.This is an exceptional opportunity for a skilled professional to leverage their expertise and network to drive business growth, expand our client base, and deliver personalized financial solutions to high-net-worth individuals...