Wealth Management Professional

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...

Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...

Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.

Position OverviewThe Wealth Management Advisor will play a vital role in fostering long-term relationships with high net worth clients, providing expert advice on investment strategies and product solutions to meet their evolving needs.

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out 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 Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

Job SummaryWe are seeking a highly skilled and motivated Wealth Management Executive to join our team at Professional Investment Advisory Services Pte Ltd.Key ResponsibilitiesProvide expert investment advice to clients, tailoring solutions to meet their unique financial goals and objectives.Maintain regular contact with existing clients, expanding your...

Position Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full...

Position Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...

Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

Roles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...

About the RoleIndosuez Wealth Management is seeking a skilled Security Officer to join our team in Singapore. This is an exciting opportunity for a highly motivated and detail-oriented individual to contribute to our Information Security function.

Key ResponsibilitiesAs a Wealth Planning Manager at U3 INFOTECH PTE. LTD., you will be responsible for managing the wealth planning function, providing advice to clients on financial planning and wealth management, and developing and implementing strategies to achieve business objectives.Key Requirements:You should have a Bachelor's degree from a recognized...

Job DescriptionWe are seeking an experienced and skilled Business Compliance Manager to join our team at Indosuez Wealth Management in Singapore.About the RoleThis is a critical position that requires strong leadership skills, technical expertise, and excellent communication abilities. The successful candidate will be responsible for managing risks...

Wealth Management Opportunities at TECH AALTO PTE. LTD.About the RoleThe ideal candidate for this wealth management position will be a dynamic and experienced professional with a proven track record of building successful client portfolios. As a wealth manager, you will guide and support high net worth clients in achieving their financial objectives.Key...

CICC Wealth Management Team OverviewCICC Wealth Management team provides high-net-worth clients with a wide range of financial products and services covering domestic and overseas markets, including securities trading, investment and financing products, and asset allocation services. With CICC's integrated platform, professional research, and market...

Job Title: Wealth Management ProfessionalCICC 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...