Executive Portfolio Manager, Wealth Advisory Services

Roles & Responsibilities Are you looking to build a strong career in the financial advisory industry? Do you possess strong communication skills and a keen understanding of financial products? Are you driven and self-motivated for success?If so, then we are looking for you!About this role:As a Wealth Management Executive, you will provide sound insurance...

Stash Away is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all Stash Away Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

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 you!In this exciting role, you will play...

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

Roles & Responsibilities Are you looking to build a strong career in the financial advisory industry? Do you possess strong communication skills and a keen understanding of financial products? Are you driven and self-motivated for success?If so, then we are looking for you!About this role:As a Wealth Manager, you will provide sound insurance and reliable...

Roles & Responsibilities Are you looking to build a strong career in the financial advisory industry? Do you possess strong communication skills and a keen understanding of financial products? Are you driven and self-motivated for success?If so, then we are looking for you!About this role:As a Senior Wealth Manager, you will provide sound insurance and...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

Wealth Advisory RoleAt Warchest Pte. Ltd., we are seeking a talented individual to fill a key position in our business development team. As a Wealth Advisory Professional, you will be responsible for identifying, targeting, and acquiring clients across various wealth spectrums.Key Responsibilities:• Conduct investment needs analysis to understand clients'...

Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

Job OverviewThe Regional Wealth Advisory Project Manager will be focused on leading and coordinating the build and launch of the UOB Award Winning Portfolio Advisory Tool (PAT) in the region. The candidate will be required to work closely with the external vendor, local business units, technology, operations and other internal stakeholders in the build and...

Wealth Management Executive Professional Investment Advisory Services Pte Ltd, Singapore Posted: 3 days ago | Job Type: Hybrid | Employment Type: Permanent | Salary: S$5k - S$8k Seeking dynamic individuals for the role of Financial Consultant. This opportunity welcomes existing Financial Advisors, Insurance Specialists, Bankers, and those in Bancassurance...

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...

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...

Roles & ResponsibilitiesJob Highlights: Competitive Remuneration (Commission + Package + Incentive) Coaching/Mentoring to MDRT Fast Track to ManagementAbout this role:As a Wealth Management Consultant, you will help clients accomplish financial objectives by assessing the client’s financial situation; develop and present financial strategies/plans and...

Are you passionate about helping clients achieve their financial goals? Do you have a strong background in unit trusts and portfolio allocation?About the RoleWe are seeking an experienced Wealth Manager to join our team at OCBC Bank. As a Wealth Manager, you will be responsible for providing expert advice to high net worth individuals and families on...

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...

Job SummaryWe are seeking a highly skilled and motivated Wealth Management Executive to join our team at Professional Investment Advisory Services Pte Ltd.Key ResponsibilitiesProvide expert investment advice to clients, tailoring solutions to meet their unique financial goals and objectives.Maintain regular contact with existing clients, expanding your...

Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

Role OverviewAs a Wealth Advisory Specialist at OCBC Bank, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients. Your goal will be to enhance franchise value by cross-selling appropriate wealth solutions based on an advisory approach.Key ResponsibilitiesTo provide...

Job Summary:We are seeking a highly skilled Wealth Management Consultant to join our team at FINEXIS ADVISORY PTE. LTD. As a key member of our team, you will be responsible for helping clients achieve their financial objectives through expert advice and guidance.About the Role:This is an exciting opportunity for a motivated and ambitious individual to take...