Wealth Planning Specialist

At Selby Jennings, we are seeking a skilled Wealth Planning Support Specialist to join our team at an international private bank. This role will provide support to the senior wealth planning team, assisting with various tasks and responsibilities.Key Responsibilities:Assist the senior wealth planning team with marketing support and client queries.Coordinate...

Wealth Planning SpecialistAt United Overseas Bank, we're seeking a skilled Wealth Planning Specialist to join our team.About the RoleThe successful candidate will be responsible for ensuring the completeness and compliance of financial planning documents submitted by Client Advisors. They will also be trained to handle data updates, generate reports, and...

We are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. The successful candidate will be responsible for assisting the senior wealth planning team in various tasks.Key Responsibilities:Marketing Support: Provide support to the marketing team in promoting wealth planning services.Client Support: Answer queries...

Job DescriptionWe are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. This exciting opportunity will see you working closely with our senior wealth planning team to deliver exceptional support and services to our clients.About the Role:The successful candidate will be responsible for providing administrative...

Wealth Planning SpecialistUnited Overseas Bank is seeking a skilled Wealth Planning Specialist to join our team. As a key member of our Retail function, you will play a crucial role in providing financial solutions to our customers.Key Responsibilities:Ensure completeness of documents submitted by Client AdvisorsEnsure compliance with regulatory requirements...

DBS Bank, a leading financial institution in Singapore, is seeking an experienced Financial Planning Specialist to join our Wealth Management team.About the RoleThe ideal candidate will have at least 6 years of sales experience and a strong understanding of financial planning principles. They will be responsible for providing innovative product solutions to...

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...

We are seeking a highly skilled Wealth Planning Manager to join our team at Citi. As a key member of our organization, you will be responsible for developing and implementing strategic plans to help our clients achieve their financial goals.About the RoleCollaborate with field sales managers to support sales professionals in a particular geographic...

About OCBC BankAs a leading banking group in Southeast Asia, we cater to the needs of almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division serves high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking...

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...

Job OverviewWe are seeking a skilled Wealth Planning Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for managing relationships with high net worth individuals and providing personalized wealth planning solutions.Key ResponsibilitiesDevelop and implement comprehensive wealth plans for clientsProvide ongoing...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

Indosuez Wealth Management is seeking a skilled Technical Support Specialist to join our team. This role is an excellent opportunity for individuals who are passionate about technology and customer service.Job Description:The Technical Support Specialist will be responsible for managing all incoming IT production issues and requests, creating tickets if...

About This OpportunityWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank Negara Indonesia. As a key member of our Wealth Management team, you will be responsible for providing holistic solutions to our Priority clients, working closely with other members of the team to identify and pursue new business opportunities.Key...

Job SummaryWe are seeking a skilled Wealth Planning Advisor to join our team at TALENTSIS PTE. LTD. This is a fantastic opportunity for someone looking to kickstart their career in wealth management.About the RoleIn this role, you will be responsible for providing holistic financial planning advice to customers, identifying suitable financial solutions...

Job DescriptionWe are seeking a highly skilled Financial Planning Advisor to join our team at The Specialist Opinion Private Limited.About the Role:We are an innovative organization dedicated to providing trusted and transparent financial planning advice to communities and generations.As a Financial Planning Advisor, you will be responsible for building...

We are currently recruiting for a local banking client: Job Details: Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM (Onsite - non-negotiable) Comprehensive training will be provided - 3 weeks paid training Annual...

Job Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support.Key Responsibilities:Client Service: Serve as the primary...

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

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...