Strategic Wealth Consultant

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...

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.

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...

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 & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!Benefits:- Competitive monthly...

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...

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...

Roles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...

Job DescriptionIndosuez Wealth Management is seeking a highly skilled Strategic Business Leader to oversee the Client Documentation and Internal Control function.About the RoleThis strategic role involves managing the day-to-day activities of the department, ensuring team operations are effective and efficient. You will be responsible for implementing...

Job Summary:We are seeking a highly skilled Wealth Management Consultant to join our team at FINEXIS ADVISORY PTE. LTD. As a key member of our team, you will be responsible for helping clients achieve their financial objectives through expert advice and guidance.About the Role:This is an exciting opportunity for a motivated and ambitious individual to take...

Senior Consultant/Manager Job OpportunityWe are seeking a highly experienced and skilled Senior Consultant/Manager to join our Wealth Management Practice.About the Role:The successful candidate will have a proven track record of delivering high-quality work in Strategy, Target Operating Model Design, or Business Transformation across Wealth or Asset...

At United Overseas Bank, we're committed to empowering our customers to achieve their financial goals through innovative banking solutions. As a Strategic Wealth Banking Leader, you will play a key role in driving the growth of our wealth banking business and delivering exceptional customer service.About the RoleYou will be responsible for leading a team of...

We are seeking a Strategic Wealth Planner to join our team at PERSOLKELLY SINGAPORE PTE. LTD.Job SummaryFulfilling and varied, a typical workday of a Strategic Wealth Planner might look like this:You will primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.You are...

About AIAAIA is a leading life insurance company with a rich history of serving our customers.Role OverviewWe are seeking a highly skilled and experienced Strategic Wealth Management Expert to join our team. In this role, you will be responsible for delivering our High Net Worth (HNW) services and driving business growth in this segment.Main...

At HSBC Private Bank, we put our clients at the centre of everything we do. We are currently seeking a high calibre professional to join our team as a Strategic Wealth Lending Solutions Director.Key ResponsibilitiesDrive end-to-end development of wealth lending solutions, including product design, approval, training, and sales management.Grow the wealth...

Job OverviewWe are seeking a highly motivated and experienced Senior Wealth Management Consultant to join our team at OCBC Bank.

Roles & ResponsibilitiesReports To:DirectorJob Overview:The Management Associate will be part of an exciting team that is crucial to the growth of the organisation. This position is an all-rounded role responsible for (including but not limited to) Sales, Marketing and Recruitment. He/She works with the team to come up with various campaigns for the above...

Roles & ResponsibilitiesJob Highlights: Competitive Remuneration (Commission + Package + Incentive) Coaching/Mentoring to MDRT Fast Track to ManagementAbout this role:As a Wealth Management Consultant, you will help clients accomplish financial objectives by assessing the client’s financial situation; develop and present financial strategies/plans and...

About the RoleWe are seeking an accomplished Strategic Financial Professional to drive wealth growth for our clients at MAYBANK SINGAPORE LIMITED.

About the RoleWe are seeking a highly skilled Strategic Wealth Management Specialist to join our team at Manulife Financial Advisers PTE. LTD.Job SummaryThe successful candidate will be responsible for providing expert wealth management services to clients, including risk and wealth management, succession and estate planning, income protection, and...