Wealth Planning Support Specialist

At 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...

Job DescriptionWe are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. This exciting opportunity will see you working closely with our senior wealth planning team to deliver exceptional support and services to our clients.About the Role:The successful candidate will be responsible for providing administrative...

Wealth Planning SpecialistAt United Overseas Bank, we're seeking a skilled Wealth Planning Specialist to join our team.About the RoleThe successful candidate will be responsible for ensuring the completeness and compliance of financial planning documents submitted by Client Advisors. They will also be trained to handle data updates, generate reports, and...

Indosuez Wealth Management is seeking a skilled Technical Support Specialist to join our team. This role is an excellent opportunity for individuals who are passionate about technology and customer service.Job Description:The Technical Support Specialist will be responsible for managing all incoming IT production issues and requests, creating tickets if...

Role OverviewWe are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.About YouYou have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or...

Wealth Planning SpecialistUnited Overseas Bank is seeking a skilled Wealth Planning Specialist to join our team. As a key member of our Retail function, you will play a crucial role in providing financial solutions to our customers.Key Responsibilities:Ensure completeness of documents submitted by Client AdvisorsEnsure compliance with regulatory requirements...

DBS Bank, a leading financial institution in Singapore, is seeking an experienced Financial Planning Specialist to join our Wealth Management team.About the RoleThe ideal candidate will have at least 6 years of sales experience and a strong understanding of financial planning principles. They will be responsible for providing innovative product solutions to...

We are seeking a highly skilled Wealth Planning Manager to join our team at Citi. As a key member of our organization, you will be responsible for developing and implementing strategic plans to help our clients achieve their financial goals.About the RoleCollaborate with field sales managers to support sales professionals in a particular geographic...

Job Description:We are seeking a highly skilled and experienced IT Support Specialist to join our team at Indosuez Wealth Management.Key Responsibilities:Manage all incoming IT production issues and requests, ensuring timely resolutions and effective queue management.Create tickets for new issues and resolve or assign them to relevant resolver...

Job OverviewWe are seeking a skilled Wealth Planning Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for managing relationships with high net worth individuals and providing personalized wealth planning solutions.Key ResponsibilitiesDevelop and implement comprehensive wealth plans for clientsProvide ongoing...

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...

About OCBC BankAs a leading banking group in Southeast Asia, we cater to the needs of almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division serves high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

About This OpportunityWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank Negara Indonesia. As a key member of our Wealth Management team, you will be responsible for providing holistic solutions to our Priority clients, working closely with other members of the team to identify and pursue new business opportunities.Key...

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...

We are currently recruiting for a local banking client: Job Details: Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM (Onsite - non-negotiable) Comprehensive training will be provided - 3 weeks paid training Annual...

Job Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support.Key Responsibilities:Client Service: Serve as the primary...

MALTEM ASIA PTE. LTD. is seeking an experienced IT Support Specialist to join our team in Singapore.Job OverviewWe are looking for a skilled and motivated individual to provide exceptional support for our wealth management client.The successful candidate will have a strong background in enterprise applications, SaaS platforms, and relevant technologies.Key...

Job SummaryWe are seeking a skilled Wealth Planning Advisor to join our team at TALENTSIS PTE. LTD. This is a fantastic opportunity for someone looking to kickstart their career in wealth management.About the RoleIn this role, you will be responsible for providing holistic financial planning advice to customers, identifying suitable financial solutions...

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...