Senior Client Wealth Manager
4 weeks ago
Job Summary:
We are seeking a skilled Senior Client Wealth Manager to join our team at Selby Jennings. As a Senior Client Wealth Manager, you will be responsible for maintaining and enhancing relationships with high net worth clients, family offices, and EAMs.
Key Responsibilities:
- Maintain and enhance relationships with existing high net worth clients, family offices, and EAMs.
- Identify and develop new business opportunities to generate revenue through primary and secondary broking activities.
- Provide comprehensive trading and dealing services, covering equities, fixed income, futures, commodities, and third-party products.
- Conduct post-trade reviews and data analysis for key clients.
- Participate in internal and external business development initiatives, including product roadshows and client visits in Greater China as needed.
- Collaborate with product teams to identify and develop innovative financial products.
- Ensure thorough credit assessments for new and existing clients, adhering to compliance and regulatory standards.
- Support the Wealth Management team in promoting the company's professional image and brand awareness.
- Work closely with product specialists and investment advisors to manage and develop client portfolios.
- Engage in day-to-day business meetings, addressing client inquiries and ensuring high levels of customer satisfaction.
-
Singapore Indosuez Wealth Management Full timeClient 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...
-
Client service officer
1 month ago
Singapore Indosuez Wealth Management Full timeClient 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...
-
Senior Wealth Strategist
2 weeks ago
Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Role OverviewThe successful candidate will be responsible for growing the business through proactive acquisition and retention of high net worth clients, building deep relationships with clients, and providing...
-
Wealth Management Consultant
1 week ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany OverviewWe are a dynamic organization, Elite Wealth Consultancy, 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.SalaryWe offer a competitive salary range estimated at...
-
Senior Private Wealth Advisor
23 hours ago
Singapore Fargo Wealth Group Limited Full timeJob Description:We are seeking a highly skilled Senior Private Wealth Advisor to join our team at Fargo Wealth Group Limited. This role will be responsible for managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the Asia market.Key Responsibilities:Client Relationship Management:Develop and nurture strong relationships...
-
Wealth Management Professional
2 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeElite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...
-
Elite Wealth Management Consultant
1 week ago
Singapore ELITE WEALTH CONSULTANCY Full timeWe are seeking a highly motivated and enthusiastic individual to join our dynamic team at Elite Wealth Consultancy as an Investment Associate. This is a unique opportunity for you to grow and manage wealth effectively.The role comes with an estimated salary of $80,000 per annum, making it an attractive option for those looking to advance their careers in...
-
Singapore BNP Paribas Wealth Management Full timeWe are seeking a Senior Business Consultant to join our Wealth Management team at BNP Paribas.About the RoleThis is a senior-level business analysis position responsible for techno-functional analysis of features built in Margin man implementation, managing business stakeholders and delivering BAU and projects on time with end-to-end ownership of delivery...
-
Elite Wealth Management Professional
1 month ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany 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.
-
Wealth Management Expert
2 weeks ago
Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeAbout ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...
-
Wealth Management Professional
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Wealth Management Expert for Private Clients
2 weeks ago
Singapore TALENTVIS SINGAPORE PTE. LTD. Full timeSenior Wealth Manager Opportunity in SingaporeWe are seeking an experienced Senior Wealth Manager to join our team in Singapore. This is a fantastic opportunity to work with high-net-worth clients and provide tailored wealth solutions.About the RoleThe successful candidate will play a key role in deepening relationships with high-net-worth clients,...
-
Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Senior Wealth Manager
4 weeks ago
Singapore Ark Group International (Hong Kong) Limited Full timeJob Title: Senior Wealth ManagerJob Summary:We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at Ark Group International (Hong Kong) Limited. As a Senior Wealth Manager, you will be responsible for providing comprehensive wealth management services to high net worth individuals and families.Key Responsibilities:Develop...
-
Wealth Management Advisor
4 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition 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.
-
Strategic Wealth Advisor
2 weeks ago
Singapore WEALTH ASIA LLP Full timeWealth Investment AdvisorAre you a results-driven individual seeking a dynamic career in wealth management?About the Role:Drive client acquisition and retention through exceptional sales and customer service skills. Collaborate with partners to deliver comprehensive client services, including wealth and investment planning, insurance, mortgage, and estate...
-
Business Development Professional
2 weeks ago
Singapore WEALTH ASIA LLP Full timeAbout Wealth Asia LLPWe are a dynamic and forward-thinking wealth management firm dedicated to providing our clients with tailored solutions for their financial needs. As part of our team, you will play a crucial role in driving our sales and marketing efforts.
-
Wealth Management Intern
2 days ago
Singapore WEALTH ASIA LLP Full timeRoles & 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 financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Financial Services Professional
1 week ago
Singapore WEALTH ASIA LLP Full timeJob Title:Financial Services Professional (Wealth Management Expert)About the Role:In this dynamic role, you will participate in sales and marketing activities within the financial services sector. You will receive comprehensive training on wealth management techniques and strategies to excel in your career.You will be responsible for maintaining excellent...
-
Wealth Management Specialist
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob DescriptionWe are seeking a highly experienced Wealth Management Specialist to join our team at BNP Paribas Wealth Management. This is an exciting opportunity to leverage your skills and expertise in private equity and real estate to drive business growth and success.About the RoleIn this role, you will be responsible for sourcing and marketing...