Private Wealth Onboarding Specialist

Wealth Management Onboarding SpecialistThis role is accountable for ensuring the timely and compliant onboarding of new clients. The ideal candidate will possess 3-4 years of relevant experience and a degree in a relevant discipline.Key Responsibilities:Support the front office in onboardings new clients.Review and assess onboarding documentation for...

Wealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager . You will be provided with training across...

**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...

Job OverviewThis position is part of a team that ensures the timely and compliant onboarding of new clients.Key Responsibilities:Support the front office in client onboarding.Maintain knowledge of AML/CFT and CDD standards.Familiarize yourself with documentation and regulatory requirements.RequirementsTo succeed in this role, you will need to have the...

JOB DETAILS Job Type Permanent Position Level Junior Executive Qualification Degree Discipline Finance Specialization Private Banking Sector Group Community Financial Services Experience 3 - 5 years Salary Up to 4,000 Client Relationship Associate sits in the private banking segment to provide for the private wealth. JOB RESPONSIBILITIES - To provide sales...

VP / AVP, KYC Specialist - Client Onboarding, Private Banking, Consumer Banking Group -(WD75822)Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in...

Our client is an established financial institution looking to hire an experienced KYC professional to guide the private banking business on onboarding KYC requirements. This role sits within the second line of defense, will work closely with the head of compliance and have abundant exposure towards senior stakeholders. Some of the key responsibilities will...

Private Wealth ManagerThe role of a Private Wealth Manager is centered around providing high-end financial advisory services to affluent clients. This client-facing position involves working closely with various teams and stakeholders to manage client portfolios, sales performance, and other key business metrics.Key Responsibilities:Achieve sales targets and...

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...

Asia’ fastest growing one-stop digital asset financial services platform - Min 5 years of experience in Private Wealth Management - Fluency in English and Mandarin is required **Responsibilities**: - Provide investment advisory services aligning to high net worth clients’ financial needs and risk appetite - Work jointly with the various product teams...