![Hays](https://media.trabajo.org/img/noimg.jpg)
Wealth Planning Manager
4 weeks ago
Your 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 client-facing role and requires an individual who wants to work within a customer-centric environment. Based in branch, this role requires you to be working 5.5 days (weekend allowance and time lieu available). Responsibilities will include:
- Conduct high level fact-finding and consultative financial analysis to understand personal banking client financial background and recommend wealth management products to help clients to meet their mid to long term financial objective.
- Provides timely updates and quality after-sales service that leads to repeat purchase and/or referrals.
- Provide servicing resolutions that help to establish and maintain long term relationships with client from personal to priority banking level and recommend client different wealth management products to maximise return and/or achieve long term financial goals in accordance to client's risk appetite and financial objective.
- Relationship building with high net worth client by providing timely updates and propose alternative investment instruments based on client's profile.
- Product recommendations tailored towards client's individual needs and maximise portfolio return and achieve overall capital growth on client's wealth.
What you'll need to succeed
- Conduct high level fact-finding and consultative financial analysis to understand personal banking client financial background and recommend wealth management products to help clients to meet their mid to long term financial objective.
- Provides timely updates and quality after-sales service that leads to repeat purchase and/or referrals.
- Provide servicing resolutions that help to establish and maintain long term relationships with client from personal to priority banking level and recommend client different wealth management products to maximise return and/or achieve long term financial goals in accordance to client's risk appetite and financial objective.
- Relationship building with high net worth client by providing timely updates and propose alternative investment instruments based on client's profile.
- Product recommendations tailored towards client's individual needs and maximise portfolio return and achieve overall capital growth on client's wealth.
What you'll get in return
What you need to do now
Hays Reg No.: R22108533, EA License: 07C3924, Company Reg No: 200609504D.
-
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...
-
Singapore DBS Bank Limited Full timeWho you are: You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. You see yourself as a companion on our clients' journeys toward achieving their life goals. Given that no journey is ever the...
-
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...
-
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 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...
-
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...
-
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...
-
Wealth Management
4 weeks ago
Singapore CICC Full timeJob 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,...
-
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 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
-
Singapore Goldman Sachs Full timeWealth 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 wide range of clients, including ultra-high net worth and high net worth...
-
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...
-
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'...
-
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...
-
Senior 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...
-
Assistant Relationship Manager
6 days ago
Singapore Talentvis Singapore Pte. Ltd. Full timeAbout the Company: Join a prestigious and forward-thinking financial institution renowned for its commitment to delivering exceptional private wealth management services to high-net-worth individuals. Our client prides itself on fostering long-lasting relationships built on trust, personalized service, and a deep understanding of clients’ financial...
-
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 United Overseas Bank Full timeManager/ AVP, Wealth Banking Relationship Manager Posting Date: 18 Jul 2024 Location: Singapore, SG Company: United Overseas Bank Ltd 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...