Wealth Relationship Manager

1 month ago


Singapore Ying Tai Full time

*Overview:*

Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills.

*Key Responsibilities:*

1. Participate in a structured training program to learn about our products, sales processes, and risk management strategies.

2. Assist in building and maintaining customer relationships, responding to inquiries, and providing product information.

3.  Developing sales presentations, proposals, and marketing materials.

4. Meeting clients to provide risk management solutions.

5. Attend training sessions and workshops to enhance sales skills and industry knowledge.

*Qualifications:*
- Min Local Dip/Degree
- Strong communication and interpersonal skills.
- Proactive attitude, ability to work independently and as part of a team.
- Singaporeans Only

*Benefits:*
- Competitive salary and performance-based incentives.
- Comprehensive training and mentorship program.
- Career advancement opportunities.
- Opportunities to travel.


  • Wealth Manager

    1 month ago


    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

  • Wealth Manager

    2 weeks ago


    Singapore Vastus Wealth Pte Ltd Full time

    As Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...


  • Singapore MIZUHO SECURITIES (SINGAPORE) PTE. LTD. Full time

    Why MizuhoAt Mizuho Securities Singapore, our greatest asset is our people, and we are committed to promoting a vibrant and supportive environment full of opportunities. Just like our global client and customer base, our people come from diverse backgrounds and our success is supported by our creativity, teamwork, and collective abilities as individuals to...


  • Singapore Ying Tai Full time

    *Overview:*Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills. *Key Responsibilities:*1. Participate in a structured training program to learn about our products,...


  • Singapore UNITED OVERSEAS BANK LIMITED Full time

    Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales...


  • 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...


  • 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...


  • Singapore MIZUHO SECURITIES (SINGAPORE) PTE. LTD. Full time

    Why Mizuho At Mizuho Securities Singapore, our greatest asset is our people, and we are committed to promoting a vibrant and supportive environment full of opportunities. Just like our global client and customer base, our people come from diverse backgrounds and our success is supported by our creativity, teamwork, and collective abilities as individuals to...


  • Singapore CGS-CIMB SECURITIES (SINGAPORE) PTE. LTD. Full time

    About the roleCGS-CIMB Securities International Pte. Ltd is one of the leading integrated financial service providers in Asia. With a global presence in over 20 countries, and backed with an award-winning research team, the Company is well-positioned as Asia's leading financial gateway, providing well researched and in-depth analysis of financial...


  • Singapore ACELLANCE GROUP LLP Full time

    Roles & ResponsibilitiesJob HighlightsMonthly Salary of S$3000 ~ S$6000 Highly Attractive Bonuses Fun yet Rewarding & Meaningful career Annual Overseas Incentive Trips (up to 4x) One-To-One field experience and mentorship programme Various Platforms with Training Provided for Cold Clients Acquisitions Tailored towards your Personal Growth & Career...


  • Singapore HSBC Full time

    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...


  • Singapore Be Myjob Company Limited Full time

    Job Responsibilities:   Establish, maintain, and expand a network of clients by introducing them to the company and its Wealth Management platform. Provide exceptional advice, service, and suitable recommendations to clients, focusing on understanding their needs, objectives, and risk tolerance. Create personalized wealth management solutions and...


  • Singapore United Overseas Bank Full time

    Wealth Banking Relationship Manager Posting Date: 3 Jun 2024 Location: Singapore, SG Company: 3677 About UOB United 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 and North America. In Asia, we operate through our head office in...


  • Singapore United Overseas Bank Full time

    Wealth Banking Relationship ManagerPosting Date: 30 Apr 2024Location: Singapore, SGCompany: 3677About UOBUnited Overseas Bank Limited (UOB) is a prominent bank in Asia with a wide network of more than 500 branches across 19 countries and regions, including Asia Pacific, Europe, and North America. With a history of over 80 years, UOB follows core values -...


  • Singapore CALIBRIUM CAPITAL PTE. LTD. Full time

    General DescriptionThis position is responsible for acquiring, advising and maintaining client relationshipsMain Duties Source New Clients and AUMs for the business Develop and maintain client relationships Be a trusted advisor to a group of dedicated clients Build and enhance client asset size over timeRequirements: Fully competent in advising clients on...


  • Singapore HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 further. ...


  • Singapore HSBC Full time

    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...


  • 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...


  • Singapore ACELLANCE GROUP LLP Full time

    Job Highlights Monthly Salary of S$3000 ~ S$6000 Highly Attractive Bonuses:- Fun yet Rewarding & Meaningful career Annual Overseas Incentive Trips (up to 4x) One-ToOne field experience and mentorship programme:Various Platforms with Training Provided for Cold Clients Acquisitions: Tailored towards your Personal Growth & Career Progression:Highly Possible to...


  • Singapore Acellance Group Full time

    Job HighlightsMonthly Salary of S$3000 ~ S$6000Highly Attractive BonusesFun yet Rewarding & Meaningful careerAnnual Overseas Incentive Trips (up to 4x)One-To-One field experience and mentorship programmeVarious Platforms with Training Provided for Cold Clients AcquisitionsTailored towards your Personal Growth & Career ProgressionHighly Possible to earn $120k...