Strategic Wealth Management Expert

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.

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...

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 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...

Indosuez Wealth Management is seeking a highly skilled Reconciliation Expert to join our Asia Operations team in Singapore. As a key member of this exciting function, you will be responsible for the processing and controls of reconciliations within the Reconciliations & Investigations (R&I) team.The ideal candidate will have at least 3 years of experience in...

Job DescriptionIndosuez Wealth Management is seeking a highly skilled Strategic Business Leader to oversee the Client Documentation and Internal Control function.About the RoleThis strategic role involves managing the day-to-day activities of the department, ensuring team operations are effective and efficient. You will be responsible for implementing...

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...

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...

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...

Position Purpose As part of Products and execution division, we have two important functional implementations in upcoming year, • WITT • FX TOM followed by BAU and Stabilization This role is responsible for techno-functional analysis of features built in Margin man implementation, manage business stake holders and deliver the BAU and projects on...

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...

About the RoleAs a Strategic Wealth Manager at DBS Bank Ltd., you will play a key role in helping our high net worth clients achieve their financial goals.Key ResponsibilitiesProvide expert financial analysis and advice to clients to identify their investment needs and objectives.Collaborate with a team of product specialists to offer customized solutions to...

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...

Roles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...

Senior Consultant/Manager Job OpportunityWe are seeking a highly experienced and skilled Senior Consultant/Manager to join our Wealth Management Practice.About the Role:The successful candidate will have a proven track record of delivering high-quality work in Strategy, Target Operating Model Design, or Business Transformation across Wealth or Asset...

Key ResponsibilitiesDevelop and maintain strong relationships with High Net Worth clients, providing personalized solutions to meet their financial needs and goals.Conduct thorough financial analysis and provide expert advice on wealth management products and services.Identify and pursue new business opportunities, leveraging existing networks and...

Job Title: Wealth Management ExpertAs a core member of the Wealth Management Practice, you will apply your prior industry/consulting experience to manage key projects and initiatives for our clients. Successful candidates will have 5+ years of experience in Strategy, Target Operating Model Design or Business Transformation, and Implementation (SDLC/Agile)...

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.