Wealth Operations Specialist

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...

**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...

Wealth Management Operations Specialist (Data and Document) About the Role Are you meticulous with attention to detail, passionate about delivering exceptional client experiences? We're seeking a skilled professional to perform onboarding processing & Client data maintenance including document review,Ensure accurate and timely processing of client...

Hays SingaporePosted 3 hours ago In-Office Permanent Negotiable Looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience. **Your new company** Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth...

**Wealth 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...

Job DescriptionAs a Wealth Management specialist, this role involves working within a team under the responsibility of a Team Coordinator. The team member works with a specific Wealth Management Zone, supporting one or several Relationship Managers in the administrative and operational management of their client portfolios.The key relationship position...

**Wealth 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...

Job Title:Wealth Portfolio SpecialistRole DescriptionA Wealth Portfolio Specialist provides expert financial guidance to clients by offering bespoke wealth management solutions, such as tailored insurance plans, structured deposits, loans, and unit trusts. This role involves playing an active part in planning strategic campaigns across the bank or within the...

Job OpportunityA 6-month contract role is available for a professional to assume the responsibilities of Group Wealth Operations.We are seeking an experienced and skilled individual to take on this challenging opportunity and contribute to our team's success.ResponsibilitiesAssume responsibility for Group Wealth Operations functionsRequirementsMinimum 6...

Family Office and Wealth Planning Specialist (Vice President/Executive Director) Join to apply for the Family Office and Wealth Planning Specialist (Vice President/Executive Director) role