Wealth Management

3 weeks ago

Singapore CICC Full time

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, the Wealth Management team is able to meet clients' comprehensive needs by means of persistent customer services and one-stop tailor-made solutions.

Job Scope:

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:

  • Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
  • Provide investment advisory and asset allocation services.
  • Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
  • Assist clients on wealth planning and preservation through various tools and services.
  • Work in a highly dedicated and professional team environment.

Requirements:

  • Knowledge
  • Sufficient knowledge on the major international capital markets, investment instruments and the firm’s products and services.
  • Understand the client’s investment need and orientation.

Skills and Abilities

  • Client service driven.
  • Passionate for front line sales roles and interested in financial market.
  • Effective communicator.
  • Excellent interpersonal skills and team player.
  • Highly disciplined and self-motivator.
  • Good Mandarin and English.

Qualifications

  • Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
  • Bachelor’s degree in relevant majors, preferably an MBA degree holder.
  • Relevant license.

  • Wealth Manager

    2 weeks ago

    Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesAbout 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...

  • Apex Wealth Management Internship

    4 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJob DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and...

  • Wealth Management Intern

    4 weeks ago

    Singapore Jordan Tan & Associates Wealth Management Full time

    Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

  • Wealth Management Intern

    4 weeks ago

    Singapore Jordan Tan & Associates Wealth Management Full time

    Description: Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship. In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship. Allowance from $500-1000* for 9 days internship Interns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of...

  • Wealth Management Intern

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    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 financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

  • Wealth Management Associate

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

  • Wealth Management Intern

    3 weeks ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and...

  • Wealth Management Analyst

    3 weeks ago

    Singapore Incred Global Wealth Pte. Ltd. Full time

    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 client...

  • Wealth Management Intern

    3 weeks ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and...

  • Wealth Management Associate

    4 weeks ago

    Singapore Wealth Asia Llp Full time

    You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us:Attractive Renumeration + Incentives PackageFlexible Working Arrangements No working experience requiredComprehensive on-job training is providedCentral office...

  • Relationship Manager

    4 weeks ago

    Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesAbout 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...

  • Apex Wealth Management Internship

    4 weeks ago

    Singapore Apex Wealth Management Llp Full time

    Job DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experienceWe have internship programs specially catered for students in financial services and agency management:. Industry-recognised certifications in the financial services industry. Full training in financial services and management. Opportunity to...

  • Relationship Manager

    3 weeks ago

    Singapore Iharvest Wealth Management Pte. Ltd. Full time

    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, iHarvest will...

  • Business Development Manager

    2 weeks ago

    Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesAbout 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...

  • Portfolio Management Associate

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    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 Portfolio Management Associate specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will...

  • Portfolio Management Associate

    4 weeks ago

    Singapore Wealth Asia Llp Full time

    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 Portfolio Management Associate specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play a vital role by...

  • Business Development Manager

    2 weeks ago

    Singapore Iharvest Wealth Management Pte. Ltd. Full time

    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, iHarvest will...

  • Associate, Governance

    2 weeks ago

    Singapore Wealth Management Institute Limited Full time

    About WMIEstablished in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia's Centre of Excellence for wealth and asset management education and research. WMI is appointed as Singapore's Lead Training Provider for Private Banking by the...

  • Wealth Management Intern

    4 weeks ago

    Singapore Wealth Asia Llp Full time

    Looking for a rewarding student life and get ahead of your peers in qualifications and experienceWe have internship programmes specially catered for students in financial services and agency management:. Industry recognised certifications in financial services industry. Full training on financial services and management. Opportunity to progress to agency...

  • Associate, Governance

    2 weeks ago

    Singapore WEALTH MANAGEMENT INSTITUTE LIMITED Full time

    Roles & ResponsibilitiesAbout WMIEstablished in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI is appointed as Singapore’s Lead Training Provider for...