Wealth Advisory Specialist

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...

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•...

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 & 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...

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...

About this role:We are looking for individuals who are passionate about helping clients optimize their wealth through the identification and recommendation of suitable investment products. As a member of our team, you will work closely with our agency force to provide financial advice and services to clients, and assist with the management of client...

Roles & ResponsibilitiesAbout this role:We are looking for individuals who are passionate about building and maintaining relationships with high-net-worth individuals, families, and institutions to promote the services offered by the department. As a member of our team, you will be responsible for identifying and developing new business opportunities within...

Wealth Preservation PlannerThe Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures. We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will...

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...

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...

About this role:We are looking for individuals who are passionate about building and maintaining relationships with high-net-worth individuals, families, and institutions to promote the services offered by the department. As a member of our team, you will be responsible for identifying and developing new business opportunities within the private wealth...

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 further.HSBC...

Position Summary As a subject matter expert in pre-sales and pursuit activities, you will act in of support Account Managers focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in the ASEAN market with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN...

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...

Roles & ResponsibilitiesAs a Wealth Manager (Financial Advisory Consultant + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk...

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...

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 target while ensuring accurate and timely completion of the entire sales...

Roles & ResponsibilitiesMain Responsibilities but not limited to: With an established network of South East Asia High Net Worth client base Develop and acquire new clients through prospecting and leveraging on the firm's networks, platform and services Provide investment advisory to High Net Worth clients and formulate investment strategies that align...

You 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 and compliance...

Roles & ResponsibilitiesPersonal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. Be actively involved in...