Senior Client Wealth Manager

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...

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...

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...

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 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...

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.

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 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...

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...

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.

About the RoleWe are seeking a highly skilled and experienced Senior Private Wealth Client Advisor Assistant Manager to join our team at United Overseas Bank Ltd. This is an exciting opportunity to work with a leading bank in Asia, with a global network of over 500 branches and offices across 19 countries and territories.About the DepartmentOur department is...

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...

Role Overview:Hebden Consulting is seeking a Senior Wealth Manager to join their global team. As a Senior Wealth Manager at Hebden Consulting, you will cultivate and manage relationships with high-net-worth clients, devise personalized financial plans, and guide clients towards financial success.Key Responsibilities:Client Relationship Management: Build and...

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 & ResponsibilitiesAs a Senior Wealth Management Professional at Avallis Investments Pte. Ltd., you will be responsible for managing relationships with high net worth clients, family offices, and institutional clients. You will work closely with our team to provide customized portfolio management, fund management, and family legacy & succession planning...

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...

About the RoleWe are seeking a highly skilled Wealth Management Expert to join our team as a Senior Premier Relationship Manager. As a key member of our Wealth and Personal Banking (WPB) department, you will play a critical role in delivering exceptional customer service and building long-term relationships with our premier clients.Key...

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...

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...