Wealth Management Strategist

3 days ago


Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full time
Job Mandate

We are seeking a seasoned Wealth Planner to join our team at BDO UNIBANK, INC. (SINGAPORE BRANCH). As a key member of our Trust Advisory Business, you will be responsible for structured account conversions, account administration and risk management.

Responsibilities
  • Analyze client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client.
  • Ensure the accounts are managed in accordance with the client objectives.
  • Ensures that the account structure is attuned to changes in regulations and policies.

Sales Functions (50%):
  • Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
  • Ensure the accounts are managed in accordance with the client objectives.
  • Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions (50%):
  • Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client's mandates
  • Monitors and reports the account performance, management and administration
  • Ensure compliance of accounts and account process to rules, regulations and laws
  • Ensures that risk exposures are within the Bank's capacity to manage and that risks are consistent with its client's respective risk profile and tolerance
  • Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.

Salary: Estimated salary $120,000 - $180,000 per annum depending on experience.

Benefits: Comprehensive benefits package including health insurance, retirement plan, and paid time off.

Required Skills and Qualifications:
  • Wealth Management
  • Investment Strategies
  • Tax
  • Sales Management
  • Investments
  • Wealth
  • Risk Management
  • Planner
  • Estate Planning
  • Capital
  • Financial Advisory
  • Business Development
  • Performance Management


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Role OverviewThe successful candidate will be responsible for growing the business through proactive acquisition and retention of high net worth clients, building deep relationships with clients, and providing...


  • Singapore BNP Paribas Wealth Management Full time

    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...

  • Wealth Strategist

    3 days ago


    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Unlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...


  • Singapore NUVAMA INVESTMENT ADVISORS PRIVATE LIMITED Full time

    Role OverviewWe are seeking a Senior Wealth Strategist to join our team at Nuvama Investment Advisors Private Limited. As a key member of our private wealth practice, you will play a critical role in delivering exceptional investment solutions to high net worth individuals.


  • Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full time

    About the RoleWe are seeking an experienced Wealth Planning Strategist to join our team at STANDARD CHARTERED BANK (SINGAPORE) LIMITED. As a key member of our wealth planning and family advisory team, you will play a crucial role in driving profitable growth, deepening client relationships, and delivering exceptional service.


  • Singapore BNP Paribas Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    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.


  • Singapore Indosuez Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    Job DescriptionWe are seeking a highly experienced Wealth Management Specialist to join our team at BNP Paribas Wealth Management. This is an exciting opportunity to leverage your skills and expertise in private equity and real estate to drive business growth and success.About the RoleIn this role, you will be responsible for sourcing and marketing...


  • Singapore Brookfield Asset Management, Inc Full time

    About Brookfield Asset Management, Inc.Brookfield Asset Management, Inc. is a global leader in alternative asset management with a rich 100+ year history of owning and operating real assets and related businesses.Brookfield CultureWe have a unique and dynamic culture that seeks team members who share our long-term focus and values. Our Attributes of a...


  • Singapore WARCHEST PTE. LTD. Full time

    Job OverviewWealth Advisory Career OpportunityWe are seeking a highly motivated and experienced Senior Wealth Strategist to join our team at Warchest PTE. LTD. As a Senior Wealth Strategist, you will work closely with clients to create personalized financial strategies, grow their wealth, and secure their future.About the RoleThe successful candidate will be...


  • Singapore THE SUPREME HR ADVISORY PTE. LTD. Full time

    About The RoleWe are seeking a skilled Executive Wealth Strategist to join our team at The Supreme HR Advisory Pte. Ltd. in Henderson Road.This is an exceptional opportunity for individuals who want to excel in the financial advisory field and help clients achieve their financial objectives.


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...


  • Singapore AFFLUENCE188 Full time

    Overview of RoleAs a Senior Wealth Strategist at Affluence188, you will play a vital role in providing expert financial advice to clients. With a comprehensive training and development program, you will have the opportunity to continuously develop your skills and knowledge in wealth management, risk management, and more.Compensation PackageThe scheme...


  • Singapore BNP Paribas Wealth Management Full time

    We are seeking a Senior Business Consultant to join our Wealth Management team at BNP Paribas.About the RoleThis is a senior-level business analysis position responsible for techno-functional analysis of features built in Margin man implementation, managing business stakeholders and delivering BAU and projects on time with end-to-end ownership of delivery...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Company OverviewWe are a dynamic organization, Elite Wealth Consultancy, focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.SalaryWe offer a competitive salary range estimated at...


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    About the RoleWe are seeking a skilled Strategic Wealth Advisor to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Job DescriptionThe successful candidate will be responsible for growing our business through proactive acquisition and retention of high net worth (HNW) / ultra-high net worth (UHNW) clients.Key Responsibilities:Grow the business...


  • Singapore SJGROUP ADVISORS Full time

    Company OverviewSJGROUP ADVISORS is a dynamic and innovative company that offers unparalleled opportunities for career growth and development. Our team of experts is dedicated to helping individuals achieve their financial goals and build wealth.Salary: $4,500 - $7,000 Basic + Unlimited Commission (estimated)Job DescriptionWe are seeking a highly motivated...


  • Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Job DescriptionAs an Expert Wealth Strategist at IPP Financial Advisers PTE. LTD., you will be working with a specialist division focused on providing quality financial advice in Singapore since 1983.Key Responsibilities:To provide expert wealth management services to high net worth individuals and expatriates in Singapore.To develop and implement...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Elite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...