Wealth Accumulation Specialist

Job Description:We are looking for a highly motivated and experienced Wealth Accumulation Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert advice on wealth accumulation and legacy planning to clients.Key Responsibilities:Analyze clients' financial needs and provide personalized...

Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

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...

About APEX WEALTH MANAGEMENT LLPWe are a leading financial services provider dedicated to helping individuals achieve their long-term wealth accumulation goals. Our team of experts is committed to delivering exceptional client experiences and providing tailored investment solutions.Job SummaryWe are seeking a highly motivated and enthusiastic Wealth...

We are seeking a passionate finance specialist to join our team. Come on board our leading organisation in the financial services industry! If you are someone who has the tenacity and grit, this might be just for you! **What to expect**: - Gain a deeper understanding of financial literacy - Provide clients with professional advice in investment, wealth...

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...

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...

About APEX WEALTH MANAGEMENT LLPWe are a leading financial services provider dedicated to helping individuals achieve their long-term wealth accumulation goals. Our team of experts is committed to delivering exceptional client experiences and providing tailored investment solutions.Job Overview:As a Senior Financial Consultant, you will play a key role in...

Roles & ResponsibilitiesJob Description:Are you ready to build a rewarding career in financial services, helping clients secure their financial futures? Join our team as a Wealth Management Consultant, where you'll receive in-depth training and one-on-one mentorship from award-winning financial experts. This role offers diverse opportunities to specialize in...

Roles & ResponsibilitiesJob Description:Are you ready to build a rewarding career in financial services, helping clients secure their financial futures? Join our team as a Wealth Management Consultant, where you'll receive in-depth training and one-on-one mentorship from award-winning financial experts. This role offers diverse opportunities to specialize in...

**Join Our Growing Team as an Investment Broker Associate Are you ready to embark on a journey where you shape your future and help others secure theirs? We are looking for dynamic and driven individuals who are passionate about finance, personal growth, and making a lasting impact on the lives of Singaporeans. At our investment firm, we provide...

-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...

About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Role Overview:As an Investment Management Associate, you will play a key role in...

DBS Treasures is a leading wealth management platform in Singapore, catering to the diverse requirements of both Onshore and Offshore affluent clientele.Our comprehensive offerings provide clients with a seamless banking experience, complemented by extensive wealth management solutions spanning from investments to legacy planning.As a Wealth Management...

Roles & ResponsibilitiesJob SummaryAssist wealth managers in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions.Key Responsibilities1. Client Support: Assist wealth managers in managing client relationships, preparing client reports, and responding to client inquiries.2. Financial Planning: Help...

Roles & ResponsibilitiesJob SummaryAssist wealth managers in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions.Key Responsibilities1. Client Support: Assist wealth managers in managing client relationships, preparing client reports, and responding to client inquiries.2. Financial Planning: Help...

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?...

Roles & ResponsibilitiesWe are seeking a highly skilled and motivated Claims Specialist and Sales Consultant to join our team.The ideal candidate will be responsible for managing insurance claims for patients, ensuring accurate and timely processing while adhering to regulatory requirements and company policies. Additionally, the Claims Specialist will play...

Roles & ResponsibilitiesWe are seeking a highly skilled and motivated Claims Specialist and Sales Consultant to join our team.The ideal candidate will be responsible for managing insurance claims for patients, ensuring accurate and timely processing while adhering to regulatory requirements and company policies. Additionally, the Claims Specialist will play...