Wealth Product Specialist

**Do 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 a vital role by...

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 youIn this exciting role, you will play a...

About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Job Description:As a Wealth Accumulation Specialist, you will play a key role in...

Affluent Client Specialist:Wealth Asia LLP is seeking a highly skilled and motivated Affluent Client Specialist to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial goals and develop comprehensive wealth management plans tailored to their needs.Key...

DBS Treasures is a leading wealth management platform in Singapore, catering to the diverse requirements of both Onshore and Offshore affluent clientele.Our comprehensive offerings provide clients with a seamless banking experience, complemented by extensive wealth management solutions spanning from investments to legacy planning.As a Wealth Management...

Hays SingaporePosted 3 hours ago In-Office Permanent Negotiable Looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience. **Your new company** Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth...

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...

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)...

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)...

Fargo Wealth Group is seeking a seasoned Relationship Manager to lead our private wealth management efforts in the Asia market.This is an exceptional opportunity for a skilled professional to leverage their expertise and network to drive business growth, expand our client base, and deliver personalized financial solutions to high-net-worth individuals...

We are looking for a highly motivated Wealth Management Advisor to join our team at THE SPECIALIST OPINION PRIVATE LIMITED. As a Wealth Management Advisor, you will work closely with our clients to understand their financial needs and provide tailored advice and solutions to help them achieve their financial goals.In this role, you will be responsible for...

**Your new company** Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience. **Your new role** - Provide portfolio advisory and sales support to Relationship Managers (RMs)...

PC Financial (SG) Pte. Ltd. is a boutique specialist firm providing financial solutions to high-net-worth clients. We are licensed by the Monetary Authority of Singapore (MAS) to carry out wealth management and fund management activities. We are backed by our parent group, PC Securities Financial Group, headquartered in Hong Kong, and Singapore-listed iFAST...

Roles & ResponsibilitiesJOB SUMMARYTo provide support to Relationship Managers on Wealth solutions To supplement the onboarding and tools training for new RMs To provide and organise regular updates to RMs on market updates, opportunities and risks in all related asset classes. To work closely with Sales Team Managers various Wealth teams to ...

**Location** Singapore, Central Singapore **Job Type** Permanent **Date Posted** 2 hours ago Additional Details **Job ID** 17026 **Job Views** 1 Job Responsibilities Sales Governance for Wealth Specialists Monitor sales governance risk standards for wealth sales specialists supporting their revenue generating responsibilities,Identify root cause...

**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...

Wealth Protection Specialist Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the...

**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Wealth...

Catalyst Wealth Advisory Pte. Ltd. is a team of close-knit financial professionals committed to building long-term relationships with our clients.About UsWe are comprised of former bankers and industry experts who prioritize aligning work with personal values. Our collaboration with 12 diverse partners ensures a comprehensive range of insurance and wealth...

Job OverviewAs a Relationship Manager at DBS Bank Limited, you will play a pivotal role in creating, growing, and strengthening the wealth of high net-worth customers and their families. This involves uncovering and understanding their every need and delivering tailored product solutions to enable their success.Your Key Responsibilities:Grow and deepen...