![CICC](https://media.trabajo.org/img/noimg.jpg)
Wealth Management
4 weeks ago
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 months ago
Singapore Fortitude Assurance Management Full timeAssisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets
-
Wealth Manager
2 months ago
Singapore Fortitude Assurance Management Full timeAssisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets
-
Associate, Wealth Management Solutions
5 days ago
Singapore Ares Management Corporation Full timeOver the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we...
-
Wealth Management Intern
3 months ago
Singapore Wealth Asia LLP Full timeLooking 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 • Opportunity to progress to...
-
Wealth Management Intern
4 weeks ago
Singapore Wealth Asia LLP Full timeLooking 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• Opportunity to progress to...
-
Wealth Planning Manager
3 weeks ago
Singapore Hays Full timeRelationship ManagerYour new company Our client, a high reputable bank based in Singapore, serves a diverse range of customers. Due to their sustained success, they are actively seeking Relationship Managers at different levels. As they expand further into retail and private wealth sectors, this organisation is committed to growth. Your new role This is a...
-
Wealth Planning Manager
4 weeks ago
Singapore Hays Full timeYour new companyOur client, a high reputable bank based in Singapore, serves a diverse range of customers. Due to their sustained success, they are actively seeking Relationship Managers at different levels. As they expand further into retail and private wealth sectors, this organisation is committed to growth. Your new role This is a client-facing role...
-
Wealth Management Associate
2 months ago
Singapore Atlas Advisors Group Full timeLooking for a career thats let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips? Sounds like a dream career? Then youll fit right in at Atlas Advisors Group. We believe in making a difference in this career path. Its not just another job. We are looking for creative...
-
Wealth Management Associate
1 month ago
Singapore Atlas Advisors Group Full timeLooking for a career that’s let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?Sounds like a dream career? Then you’ll fit right in at Atlas Advisors Group.We believe in making a difference in this career path. It’s not just another job. We are looking for...
-
Singapore Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Management, Financial Analyst, Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...
-
Business Development Intern
7 days ago
Singapore iHarvest Wealth Management Pte Ltd Full timeThe Business Development Internship is designed to provide university students with hands-on experience in business development with a focus on recruitment strategies. Interns will work closely with the Business Development Team to support the growth of the wealth management team, contributing fresh ideas and innovative approaches to recruitment and team...
-
Premier Wealth Relationship Manager
4 weeks ago
Singapore HSBC Full timeJob 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...
-
Wealth Center Manager
3 weeks ago
Singapore AIA Singapore Private Limited Full timeFIND YOUR 'BETTER' AT AIA We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even...
-
Singapore Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a...
-
Personal Wealth Manager
4 weeks ago
Singapore HSBC Full timeJob 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...
-
Wealth Managers
3 weeks ago
Singapore Ying Tai Full time*Overview:*Join our team as Wealth Manager and kickstartyour career in sales. This role offers hands-on training in salestechniques, customer relationship management, and leadership skillsto prepare you for a future role in sales management.*KeyResponsibilities:* 1. Participatein a structured training program to learn about our products, salesprocesses, and...
-
Wealth Managers
4 weeks ago
Singapore Ying Tai Full time*Overview:*Join our team as Wealth Manager and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management.*Key Responsibilities:*1. Participate in a structured training program to learn about our products, sales processes,...
-
Wealth Managers
4 weeks ago
Singapore Ying Tai Full time*Overview:* Join our team as Wealth Manager and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management. *Key Responsibilities:* 1. Participate in a structured training program to learn about our products, sales...
-
Personal Wealth Manager
3 weeks ago
Singapore United Overseas Bank Full timePersonal Wealth Manager Posting Date: 20 Aug 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...
-
Relationship Manager
1 week ago
Singapore Fargo Wealth Group Limited Full time**Key Responsibilities:** 1. **Client Relationship Management:** - Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market. - Act as the primary point of contact, offering personalized financial and investment advice. - Conduct regular portfolio reviews and meetings to ensure alignment with clients'...