Wealth Management Specialist

2 weeks ago


Singapore beBeeManagement Full time $80,000 - $120,000

Job Description:

">
  • ">
  • We are seeking a highly motivated and experienced Client Advisor to join our team.">
  • The successful candidate will be responsible for providing holistic and personalized wealth management solutions to emerging affluent and high-net-worth individuals in Singapore.">
">

Key Responsibilities:

">
  1. ">
  2. Proactively understand and anticipate client needs, offering sophisticated strategies across investment management, retirement planning, legacy planning and risk management.">
  3. Work closely with internal specialists to deliver seamless, tailored advice that addresses both immediate financial goals and future aspirations including intergenerational wealth.">
  4. Navigate complex financial landscapes and help clients achieve long-term financial well-being.">
">

Benefits:

">
  • ">
  • Opportunity to expand your skills and make a difference at one of the world's most global banks.">
  • Comprehensive on-the-job training and exposure to senior leaders.">
  • Chance to give back and make a positive impact where we live and work through volunteerism.">
">

About Us:

">

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.

">

The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.

">

We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

">,

  • Singapore WEALTH ASIA LLP Full time

    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...


  • Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities 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...


  • Singapore WEALTH ASIA LLP Full time

    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...

  • apex wealth manager

    2 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    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...

  • Wealth Manager

    1 week ago


    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    1 week ago


    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • apex wealth manager

    1 week ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Join 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 skills and experience you...

  • APEX WEALTH MANAGER

    1 week ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Join 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 skills and experience you...

  • Wealth Manager

    1 week ago


    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About 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 lifestyle events,...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & Responsibilities Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programs specially catered for students in financial services and agency management: • Industry-recognised certifications in the financial services industry • Full training in financial services and management...