Financial Relationship Specialist

We are seeking a Financial Consultant Specialist to join our team at THE SPECIALIST OPINION PRIVATE LIMITED. As a Financial Consultant Specialist, you will play a vital role in helping our clients achieve their financial goals by providing expert advice and guidance.You will be responsible for analysing and managing client's financial portfolios, providing...

Job DescriptionWe are seeking a skilled Banking Portfolio Manager to join our team at GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. The ideal candidate will have experience in building strong relationships with clients and providing tailored financial solutions.Key Responsibilities:Actively seek new business opportunities and cross-sell banking products,...

Company OverviewWe are Synergy Financial Advisers Ltd., a leading financial services company dedicated to providing top-notch financial planning and advisory services to our clients. Our team of experts is committed to delivering tailored solutions that meet the unique needs of each client.Job DescriptionWe are seeking an experienced Financial Planning...

We are seeking a highly skilled Financial Relationship Manager to join our DBS Treasures team.As a key member of our team, you will be responsible for building and maintaining strong relationships with high net worth clients and their families.You will deliver tailored financial advice and guidance on customised solutions to meet the investment needs and...

Meta Capital Financial is driven by a passion for helping individuals and businesses achieve their financial goals. We understand that financial well-being is a cornerstone of a fulfilling life, and we strive to make a positive impact in this realm. Our mission is to empower our clients to navigate the complex world of finance, make informed decisions, and...

Job SummaryWe are seeking a meticulous and detail-oriented Financial Reconciliation Specialist to join our finance operations team. This role will be responsible for handling daily fund reconciliation, ensuring the accuracy of client financial data, and providing administrative support to the team.Key ResponsibilitiesPerform daily fund reconciliation for...

Job Description:We are seeking a skilled Financial Services Specialist to join our team at STONEX FINANCIAL PTE. LTD. As a key member of our risk management department, you will be responsible for assessing the credit risks and financial strengths of new and existing counterparties in the Asian markets.The ideal candidate will have strong analytical skills,...

Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department - Sales OU Role/Responsibilities **Role/Responsibilities** Within the framework of...

We are seeking a highly motivated Financial Service Professional to join our team at THE SPECIALIST OPINION PRIVATE LIMITED. As a Financial Service Professional, you will play a vital role in helping our clients achieve their financial goals.In this role, you will be responsible for analysing and managing client's financial portfolios, providing advice based...

Role OverviewAs a Fixed Income Content Specialist, you will play a critical role in supporting our advisory business by developing high-quality content that meets the needs of our clients.You will work closely with the Chief Investment Office (CIO) to develop thematic fixed income content based on market developments, and liaise with client-facing teams to...

Role SummaryThe Wealth Advisory Specialist will be responsible for managing client relationships, providing financial advice, and helping clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain client relationships.Provide financial advice and support to clients.Recommend suitable financial solutions to meet client needs.BenefitsA...

Wealth Solutions Expertise:As a Relationship Manager at PC FINANCIAL (SG) PTE. LTD., you will be responsible for providing expert advice on financial and investment products to our high net worth individuals. This involves understanding their financial needs, matching our products to their requirements, and ensuring full compliance with regulatory...

About the RoleThe Financial Talent Development Specialist will play a crucial role in identifying, developing, and retaining top talent within our organization. This involves sourcing, recruiting, and training candidates to excel in their roles. The ideal candidate will possess excellent communication skills, a strong work ethic, and a passion for finance.

Client Relationship Specialist:As a Relationship Manager at PC FINANCIAL (SG) PTE. LTD., you will be responsible for building and preserving trusting bonds with our high net worth individuals. This involves understanding their financial needs, providing suitable wealth solutions, and ensuring full compliance with regulatory bodies.Your key responsibilities...

Why Choose Us?">As a leading Independent Financial Advisory Firm in Singapore, we offer a unique and unbiased one-stop experience in financial advisory services. Our team of professionals shares a pro-client outlook, and our corporate infrastructure is designed to reflect this.">About the Role">We are seeking experienced Priority Bankers/Private...

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform - moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment...

About UsUBS is the world's largest and only truly global wealth manager.We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.Our global reach and the breadth of our expertise set us apart from our competitors.With more than 70,000 employees, we have a presence in all...

Job DescriptionWe are seeking a dynamic and talented Wealth Advisory Specialist to join our team. As a WAS, you will help plan, manage, and work with clients to provide tailor-made wealth solutions specific to their needs.You will be responsible for developing new client relationships and maintaining existing ones.Your primary focus will be on providing...

Job RequirementsThe Financial Education Specialist will work closely with financial practitioners to develop and deliver high-quality education and training programs.This role involves coordinating student enrolments, tracking follow-ups for completion and feedback, and administering claims and processes related to IBF and SkillsFuture subsidies.Coordinate...

Company Overview">">Established in Singapore, Financial Alliance PTE. LTD. is a leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to...