Senior Wealth Advisor
6 days ago
As a key member of our wealth solutions team, you will be supported by a regional wealth panel and will engage with our wealth specialists to offer professional advice and financial solutions to our Premier Banking customers. Your goal will be to achieve revenue targets while providing exceptional customer service.
Key Responsibilities- Offer Professional Wealth Advice - Provide expert advice and solutions to Premier Banking customers, staying up-to-date with global economic trends and market analysis.
- Be Our Premier Banking Advocate and Acquire New Customers - Engage with customers and prospects, promoting the benefits of Premier Banking and acquiring new customers to grow the business.
- Service - Proactively engage with PB customers to establish strong relationships, achieve high customer satisfaction, and improve customer engagement scores.
- Compliance - Adhere to all documentary and process procedures, ensuring no lapses in control requirements and submitting reports in a timely manner.
- Minimum Diploma holder with relevant certifications (UT - FIMM, Insurance - PCE Life, PCE General, and CEILI).
- Minimum 2 years sales or service experience in the Financial or Service industry.
- Strong understanding of financial and non-financial markets, excellent communication and interpersonal skills, and good social networking skills.
- Possesses own transport and willing to travel.
- Preferably multi-lingual.
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Senior Wealth Advisor
1 week ago
Singapore OCBC Bank Full timeKey Responsibilities:As a Senior Wealth Advisor at OCBC Bank, you will be responsible for offering professional wealth advice to our Premier Banking customers. This involves engaging with our wealth specialists, sensing the pulse of the global economy, and providing appropriate financial solutions to achieve revenue targets.Key Accountabilities: Offer...
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Senior Wealth Advisor
1 week ago
Singapore OCBC Bank Full timeKey Responsibilities:As a Senior Wealth Advisor at OCBC Bank, you will be part of the leading wealth solutions team in the industry, supported by a regional wealth panel. Your key responsibilities will include:Offer Professional Wealth Advice - You will engage with our wealth specialists, sensing the pulse of the global economy, and offer professional advice...
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Investment Advisor/Counsellor
1 month ago
Singapore Unicorn Advisor (HK) Limited Full timeKey ResponsibilitiesAs a seasoned investment advisor/counsellor, you will be responsible for providing expert advice on investment strategies and portfolio management to high net worth individuals and institutional clients.Key Skills:Proven track record in investment advisory and portfolio managementExtensive knowledge of private banking business, including...
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Wealth Investment Advisor
3 days ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
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Senior Wealth Strategist
3 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & 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...
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Wealth Management Specialist
3 days 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...
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Client Investment Advisor
1 month ago
Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full timeRoles & ResponsibilitiesJob Description & RequirementsTaurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment...
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Senior Wealth Management Professional
7 days ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeRoles & 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...
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Wealth Planning Support Specialist
6 days ago
Singapore Selby Jennings Full timeAt 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...
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Senior Wealth Manager
2 weeks ago
Singapore DBS Bank Limited Full timeBusiness FunctionDBS Private Banking offers a comprehensive suite of wealth management solutions tailored to the unique needs of high net worth individuals. Our team of experienced investment advisors works closely with clients to identify opportunities and develop strategies that align with their financial goals.Key ResponsibilitiesDevelop and implement...
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Wealth Management Professional
1 month ago
Singapore Bank of Singapore Full timeUnlock Your Potential with Bank of SingaporeWe are seeking exceptional individuals to join our team as Wealth Management Analysts/Associates. Our graduate programme offers a unique opportunity to gain insight into the world of private banking and develop the skills and knowledge necessary to build enduring client relationships.Programme OverviewThrough...
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Senior Wealth Manager, Singapore
2 weeks ago
Singapore Click and Connect Online Limited Full time**Job Title:** Senior Wealth Manager**Location:** Singapore, Remote Working Option**Company:** Hebden Consulting**About Hebden Consulting:**Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services including...
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Wealth Management Professional
1 month ago
Singapore Ethos BeathChapman Full timeUnlock Your Potential in Wealth ManagementAre you a seasoned Relationship Manager looking to elevate your career in wealth management? Do you have a proven track record of managing high-net-worth individuals (HNWI) and delivering tailored financial solutions? We are seeking a dynamic and ambitious professional to join our team as a Private Client Advisor -...
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Senior Client Advisor
3 weeks ago
Singapore United Overseas Bank Full timeAbout the RoleAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals dedicated to managing the wealth of high-net-worth individuals. Your primary responsibility will be to provide financial advisory services and develop tailored solutions to meet the needs of our affluent and high-net-worth...
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Senior Financial Advisor
3 days ago
Singapore RECRUIT NOW SINGAPORE PTE. LTD. Full timeUnlock Your Financial PotentialAs a Senior Financial Advisor at Recruit Now Singapore Pte. Ltd., you will have the opportunity to make a real difference in people's lives by providing expert advice on investments, insurance, mortgages, estate planning, taxes, and retirement. Key Responsibilities:Provide guidance on wealth creation and management to...
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Wealth Management Professional
4 weeks ago
Singapore Bank of Singapore Full timeUnlock Your Potential with Bank of SingaporeAt Bank of Singapore, we are committed to fostering a culture of excellence and innovation. Our Wealth Management Analyst/Associate Programme is designed to equip you with the skills and knowledge necessary to succeed in the dynamic world of private banking.Programme OverviewThrough comprehensive training and...
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Senior Client Advisor
1 month ago
Singapore United Overseas Bank Full timeAbout the RoleAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals dedicated to managing the wealth of high-net-worth individuals. Your primary responsibility will be to provide financial advisory services and develop tailored solutions to meet the needs of our affluent and high-net-worth...
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Senior Portfolio Manager
1 month ago
Singapore Unicorn Advisor (HK) Limited Full timeSenior Portfolio Business ManagerWe are seeking a seasoned Senior Portfolio Business Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our leadership team, you will be responsible for driving revenue growth and expanding our portfolio.Key Responsibilities:Lead a team of sales professionals to achieve revenue targets and expand our...
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Senior Financial Advisor
1 week ago
Singapore United Overseas Bank Full timeJob SummaryAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals. Your primary responsibility will be to develop and grow our Privilege client relationships through the UOB Privilege Client Engagement Process. You will provide financial advisory services and appropriate financial and...
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Senior Wealth Manager
1 month ago
Singapore DBS Bank Limited Full timeBusiness FunctionDBS Private Banking offers a comprehensive suite of wealth management solutions tailored to the unique needs of high net worth individuals. Our team of experienced investment advisors works closely with clients to identify opportunities and develop strategies that align with their financial goals.ResponsibilitiesDevelop and implement...