Current jobs related to Wealth Management Support Specialist - Singapore - DBS Bank Limited

  • apex wealth manager

    2 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

  • Wealth Manager

    24 hours ago


    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    24 hours ago


    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    8 hours ago


    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About 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 lifestyle events,...

  • Wealth Manager

    3 weeks ago


    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...


  • Singapore WEALTH ASIA LLP Full time

    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 wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...

  • Wealth Associate

    4 weeks ago


    Singapore ELITE WEALTH CONSULTANCY Full time

    Roles & ResponsibilitiesWe are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.Position Overview: Our 2-year comprehensive training program is designed to...


  • Singapore DBS Bank Limited Full time

    Company OverviewDBS Bank Limited is a leading wealth management platform in Singapore, catering to the diverse requirements of affluent clientele. Our comprehensive offerings provide clients with a seamless banking experience, complemented by an extensive array of wealth management solutions.Job DescriptionAs a Treasures Relationship Manager, your goal is to...


  • Singapore DBS Bank Limited Full time

    About the RoleWe're seeking an experienced Wealth Management Specialist to join our team in Singapore. As a key player, you'll have the opportunity to leverage your expertise in sophisticated investment products, portfolio management, and financial planning concepts to drive growth and success for our high net-worth clients.Your strong understanding of...


  • Singapore Taurus Wealth Full time

    Are you looking for a dynamic, international, and entrepreneurial working environment as a Senior Relationship Manager? As part of the Taurus Family, you are benefitting from an independent platform that gives you the freedom to select the best possible products to meet your individual clients’ needs. We are always looking for motivated individuals to...


  • Singapore Eminent Wealth Management Full time

    **Company Description**: Eminent Wealth Management (representing HSBC Life) is in the business of wealth management and planning. As an investment management trainee with us, you will be given the necessary training and guidance to embark on a career that would see you providing wealth advisory services to our customers.Job Description: - Plan & manage...


  • Singapore Fargo Wealth Group Full time

    Fargo Wealth Group is a premier wealth management firm dedicated to delivering exceptional financial solutions to high-net-worth individuals and families.We are seeking a highly skilled and experienced Relationship Manager to join our team in the Asia market. As a key member of our private banking division, you will be responsible for managing and expanding...


  • Singapore INCRED GLOBAL WEALTH PTE. LTD. Full time

    We 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 processes related to...


  • Singapore This is an IT support group Full time

    Job Overview:We are seeking a motivated and driven Wealth Management Team Lead/Relationship Manager to join our team. In this role, you will be responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates.Key Responsibilities:Understanding client needs and requirements, identifying...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us:Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...


  • Singapore LEECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description:Are you ready to build a rewarding career in financial services, helping clients secure their financial futures? Join our team as a Wealth Management Consultant, where you'll receive in-depth training and one-on-one mentorship from award-winning financial experts. This role offers diverse opportunities to specialize in...

Wealth Management Support Specialist

1 week ago


Singapore DBS Bank Limited Full time
Role Overview

We are seeking a skilled and experienced Wealth Management Support Specialist to join our team in Group Operations. As a key member of our team, you will play a critical role in supporting the bank's operational processes and delivering excellent service to our business partners.

Key Responsibilities

Your primary responsibilities will include:
  • Supporting the setup and maintenance of various asset types in the main system (Avaloq)
  • Enriching structured product lean assets against details in termsheets and liaising with the product team on any clarifications
  • Setting up and maintaining business partners, containers, standard settlements instructions, and money accounts to facilitate operations
  • Re-formatting and uploading of termsheets for client documentation
  • Supporting new GenAI initiatives and performing UAT when required
  • Ensuring full compliance to all policies and regulations, including adherence to SLAs with wealth business and other internal and external customers
  • On-time escalation of issues and risks to the team leader or department head
  • Performing other duties as assigned from time to time

Requirements

To be successful in this role, you will need to possess the following skills and qualifications:
  • Experience in a wealth management operations environment is preferred
  • Some knowledge of investment products (e.g., equities, bonds, structured products, derivatives) is required
  • Functional knowledge/experience in back office support is a plus
  • Able to take on new tasks as required by business and management
  • Meticulous, alert, and have an eye for figures and details
  • Good working knowledge of MS Office applications
  • Diploma/degree in banking, business studies, or other related courses of study
  • Experience in Avaloq application is a plus