Wealth Management Specialist
3 weeks ago
Key Responsibilities
- Collaborate with Wealth Management team members to provide comprehensive solutions to Priority clients.
- Deliver regular market updates and tailor financial products to meet clients' needs.
- Analyze market trends to identify potential client leads and opportunities.
- Offer financial planning and advisory services aligned with clients' investment profiles.
- Develop proactive relationship management strategies to strengthen client relationships.
- Ensure comprehensive coverage of client relationships through engagement, risk profiling, and financial planning.
- Understand clients' banking and financial needs and recommend suitable solutions.
- Drive business growth by prospecting for new clients and referrals.
- Provide exceptional client experiences and adhere to compliance norms.
Compliance, Risk & Control
- Ensure adherence to KYC/AML and other compliance requirements.
- Assess risk and demonstrate sound ethical judgment in business decisions.
Requirements
- Strong academic qualifications and over 5 years of experience in Wealth Management.
- Completion of CMFAS certification and relevant licenses.
- Strong understanding of financial markets and investment products.
- Excellent interpersonal skills and ability to work collaboratively.
- Highly driven and resilient individual with an entrepreneurial mindset.
- Ability to thrive in a challenging environment and recognize customers' needs.
- Proficiency in Bahasa Indonesia is preferred.
-
Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Wealth Management Professional
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...
-
Wealth Management Professional
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...
-
Wealth Management Advisor
1 week ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Wealth Management Growth Hacker
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading global wealth manager, providing personalized and innovative solutions to high net worth individuals and families. With a presence in 13 markets across Asia Pacific, we offer a wide range of financial services, including wealth management, asset management, and private banking.Job...
-
Wealth Management Professional
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Wealth Management Professional
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Senior Wealth Strategist
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...
-
Client service officer
5 days ago
Singapore Indosuez Wealth Management Full timeClient 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...
-
Wealth Director
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeKey Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...
-
Wealth Director
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...
-
Wealth Management
4 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full...
-
Wealth Management
4 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...
-
Wealth Management Solutions Associate
1 month ago
Singapore Ares Management Corporation Full timeJob Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative strategies offered to the Asian private wealth channel.Key...
-
Wealth Management Specialist
4 weeks ago
Singapore CICC Full timeJob Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support to our team.Key Responsibilities:Serve as the primary point of...
-
Wealth Management Solutions Associate
3 weeks ago
Singapore Ares Management Corporation Full timeJob Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative investment strategies to the Asian private wealth channel.Key...
-
Wealth Management Specialist
3 weeks ago
Singapore CICC Full timeJob Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support.Key Responsibilities:Client Service: Serve as the primary...
-
Islamic Wealth Specialist
2 weeks ago
Singapore GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD. Full timeRoles & ResponsibilitiesWe are exclusively looking out for one our top banking clients in Singapore who is building up a team for their Islamic Wealth Advisory arm. They are looking to bring onboard niche and experienced profiles as their investment specialists. They will be the pioneers within this Pillar and the to-go person who will help to carry out...
-
Wealth Management Specialist
7 days ago
Singapore United Overseas Bank Full timeJob SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking department, you will be responsible for developing and growing our relationships with affluent and high net worth clients.Key ResponsibilitiesProvide financial advisory services and appropriate financial...
-
Corporate Action Specialist
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob DescriptionAs a Corporate Action Controller at BNP Paribas Wealth Management, you will be responsible for ensuring the timely and accurate processing of corporate actions income and events for our SG and HK booking centres.Key Responsibilities:Reconcile corporate actions income and events with custodian payment advices and process payments to...