Insurance Wealth Strategist

**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...

Wealth Management Opportunity:Wealth Asia LLP is a leading provider of wealth management services to affluent individuals. We are seeking a highly motivated and results-driven Wealth Management Advisor 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...

At Chubb, we're seeking a highly skilled Insurance Market Strategist to join our team. This role is focused on providing exceptional support to internal stakeholders and intermediaries.The ideal candidate will have expertise in product and system setup, campaign management, and market analysis. They will also be responsible for preparing and participating in...

Wealth Strategist - Private BankingWe are seeking a seasoned and forward-thinking professional to join our Private Wealth team as a Wealth Strategist. In this role, you will be responsible for developing and executing comprehensive wealth management strategies for our high-net-worth clients, providing them with expert guidance on investment decisions, risk...

Roles & 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...

Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy 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...

Company OverviewEtiqa Insurance Pte. Ltd. is a leading provider of insurance solutions in Singapore, dedicated to making the world a better place through innovative products and services.Job DescriptionWe are seeking a highly creative and dynamic individual to join our team as Life Product Solutions Strategist. In this role, you will be responsible for...

-Job description **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...

At Standard Chartered Bank, we're dedicated to making a positive difference for our clients, communities, and each other. As a leading international bank, we strive to be here for good.">We're seeking an experienced professional to join our team as a Client Service Strategist - Private Wealth. In this role, you will be responsible for developing and...

Roles & ResponsibilitiesWealth Management Consultant(Investment)BENEFITSCompetitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) Various incentive trips Build a growing stream of recurring income Professional development and Mentorship to break barriersROLEBecome a part of our team and start a...

Role Overview">We're seeking a talented professional to join our Group Wealth Solutions COO Team as a Risk Governance Specialist. This role involves overseeing the sales process in relation to the distribution of our wealth products globally, ensuring alignment with regulatory requirements and industry standards.">Key Responsibilities">">Support the Head,...

The HIGHEST paying scheme for Insurance Agents / Financial Consultants!! Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it? - Earn up to $5000 basic pay. - Highest Commissions of 50% of what you closed. - Overseas Trip Incentives. - Quarterly Bonus in % of sales! How do the 50% commissions work?...

Company OverviewSt. James's Place Wealth Management is a leading financial services provider dedicated to delivering exceptional client experiences and driving growth through strategic partnerships.

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...

Job Description:Wealth Asia LLP is seeking a highly skilled and motivated Financial Services Professional to join our team. As a key member of our wealth management team, you will play a vital role in providing comprehensive wealth management solutions to our affluent clientele.Your primary responsibility will be to work closely with our Wealth Advisors to...

We are looking for enterprising advisors who want access to a range of products and to build their own team leveraging our platform. A full range of financial products to help clients manage their wealth and protection needs will be available to you. This includes insurance, unit trusts and loans. Leverage our platform and central team for support on...

Company CO Wealth Advisory Designation Corporate Solutions Consultant (B2B) Date Listed 26 Sep 2024 Job Type Entry Level / Junior Executive - Full/PermPart/Temp Job Period Flexible Start, Permanent Profession Insurance Industry Insurance Location Name 371 Alexandra Road, Singapore Address 371 Alexandra Rd, Singapore 159963 Map Allowance /...

Job Responsibilities - Acquire and manage a pool of clients’ insurance portfolio - Building long-term relationship with clients - Assist clients on their wealth accumulation and protection needs - Provide recommendation to help clients meet their financial goals and needs - Calling to set appointment (Script will be given -20% - 30% of workload) - Acquire...

**Job Summary** Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions, helping them achieve their financial goals and objectives. **Key Responsibilities** 1. Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and...