Relationship Manager, Wealth Planning
1 day ago
We are seeking a skilled Relationship Manager to join our Retail Banking team at BANK OF CHINA LIMITED. As a key member of our team, you will be responsible for building and maintaining strong relationships with our mass-affluent customers, providing them with tailored financial planning solutions to grow their wealth with us.
Key Responsibilities- Provide comprehensive financial advice and wealth management solutions to retail customers, including insurance and unit trusts
- Stay up-to-date with the bank's products and services to address customers' financial needs
- Establish new customer relationships and proactively develop and manage their wealth portfolios to generate revenue
- Consistently meet sales targets and deliverables
- Diploma qualification or higher
- At least 1 year of relevant financial advisory experience in banking and/or financial services
- Regulatory certifications for advising investment products, including CMFAS Module 5, 8, 8A, 9, 9A, and Health Insurance
- Strong interpersonal skills and results-oriented with professional conduct and a proven ability to achieve sales targets
- Good knowledge of wealth management and investment products, as well as industry trends
- Flexibility to work on a flexible schedule, including roadshows on weekends
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
-
Wealth Relationship Executive
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...
-
Wealth Relationship Executive
2 weeks ago
Singapore WEALTH ASIA LLP Full timeAbout the RoleWe are seeking a highly motivated and results-driven Wealth Relationship Executive to join our team at Wealth Asia LLP. As a key member of our sales team, you will be responsible for introducing, consulting, and selling financial products and services to our clients, driving sales revenue, client acquisition, and maintaining relationships with...
-
Apex Wealth Manager
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Apex Wealth Manager. As a key member of our financial services team, you will play a crucial role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Acquisition and Relationship Building: Identify and acquire new clients, build...
-
Wealth Management Professional
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRole SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Wealth Asia LLP. 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.Key ResponsibilitiesPartner with Wealth Advisors to gather in-depth client information and...
-
Relationship Manager
7 days ago
Singapore Fargo Wealth Group Limited Full timeKey Responsibilities:As a Relationship Manager at Fargo Wealth Group Limited, you will be responsible for developing and managing strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market.Client Relationship Management:Develop and maintain strong relationships with HNW and UHNW clients, providing personalized...
-
Wealth Management Specialist
2 weeks 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...
-
Wealth Management Professional
1 week ago
Singapore ELITE WEALTH CONSULTANCY Full timeWealth ManagementAt ELITE WEALTH CONSULTANCY, we are seeking a highly motivated and driven individual to join our team as an Investment Associate.**Role Overview:**Our comprehensive training program is designed to equip you with the skills necessary to excel in various core management functions, including Performance Management, Recruitment, and Team...
-
Financial Wealth Manager
1 day ago
Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob Title: Financial Wealth Planner/Senior Financial Wealth PlannerAbout the Role:We are seeking a highly motivated and ambitious Financial Wealth Planner/Senior Financial Wealth Planner to join our team at ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. As a key member of our team, you will be responsible for building and maintaining long-term relationships with...
-
Relationship Manager
2 weeks ago
Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesAbout us:iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to...
-
Wealth Management Associate
2 weeks ago
Singapore WEALTH ASIA LLP Full timeUnlock Your Potential in Sales and Business DevelopmentWealth Asia LLP is seeking a highly motivated and detail-oriented Sales and Business Development Intern to join our team. As a Sales and Business Development Intern, you will play a crucial role in assisting our Wealth Director and Sales and Business Development team in identifying growth opportunities...
-
Wealth Management Professional
2 weeks ago
Singapore WEALTH ASIA LLP Full timeJob DescriptionWe are seeking a highly motivated and ambitious individual to join our Wealth Asia LLP team as a Wealth Management Intern. As a key member of our team, you will have the opportunity to gain hands-on experience in the financial services industry and develop your skills in wealth management, leadership, and financial planning.Key...
-
Wealth Planning Manager
1 day ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeUnlock Your Potential as a Wealth Planning ManagerAt ACHIEVE CAREER CONSULTANT PTE LTD, we're committed to helping you achieve your career goals. As a Wealth Planning Manager, you'll have the opportunity to work with clients to create personalized financial plans that meet their unique needs and aspirations.Key Responsibilities:Crafting Tailored Solutions:...
-
Wealth Relationship Manager
2 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeRoles & ResponsibilitiesOur client are seeking passionate individual to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities: Foster enduring relationships with clients, serving as their go-to advisor. ...
-
Wealth Planning Manager
2 weeks ago
Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Planning Manager to join our team at PERSOLKELLY SINGAPORE PTE. LTD. As a key member of our financial services team, you will be responsible for providing expert financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Wealth Planning Manager
1 day ago
Singapore DBS BANK LTD. Full timeRole OverviewWe are seeking a skilled Wealth Planning Manager to join our team at DBS BANK LTD. As a key member of our Consumer Banking Group, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and wealth management advice to our customers, tailoring solutions to meet their...
-
Wealth Planning Manager
1 day ago
Singapore TALENTSIS PTE. LTD. Full timeJob Title: Wealth Planning ManagerWe are seeking a highly skilled Wealth Planning Manager to join our team at TALENTSIS PTE. LTD. The successful candidate will be responsible for providing sound wealth management and financial advisory services to our clients, helping them make informed decisions about their money to achieve their life goals.Key...
-
Wealth Management Associate
5 days ago
Singapore CO Wealth Advisory Full timeWealth Management Associate Get a head start to achieving financial independence by being your own boss! Why 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 Advisory and we...
-
Wealth Planning Manager
1 day ago
Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full timeJob Title: Wealth Planning ManagerWe are seeking a skilled Wealth Planning Manager to join our team at PERSOLKELLY SINGAPORE PTE. LTD. This role involves providing financial advice to clients and managing investment policies to achieve their financial goals.Key Responsibilities:Attend to customers and provide financial advice.Plan and manage investment...
-
Wealth Planning Manager
1 day ago
Singapore TALENTSIS PTE. LTD. Full timeJob Title: Wealth Planning ManagerWe are seeking a highly motivated and experienced Wealth Planning Manager to join our team at TALENTSIS PTE. LTD. The successful candidate will be responsible for providing sound wealth management and financial advisory services to our clients, helping them make informed decisions about their money to achieve their life...
-
Singapore BANK OF CHINA LIMITED Full timePrestigious Wealth Management Relationship ManagerWe are seeking a skilled and experienced wealth management professional to join our Retail Banking team at BANK OF CHINA LIMITED. As a Prestigious Wealth Management Relationship Manager, you will be responsible for providing comprehensive financial advice and wealth management solutions to our mass-affluent...