Senior Wealth Data Specialist

3 weeks ago


Singapore GMP TECHNOLOGIES (S) PTE LTD Full time
Job Description:

We are seeking a highly skilled Senior Wealth Data Specialist to join our team at GMP Technologies (S) Pte Ltd.

Company Overview:

GMP Technologies (S) Pte Ltd is a leading provider of innovative solutions in the private banking industry. We are committed to delivering exceptional results and building strong relationships with our clients.

Salary:

The estimated annual salary for this position is SGD 60,000 - SGD 80,000, depending on experience.

Job Description:

This is a challenging role that requires a strong understanding of wealth management data maintenance. The successful candidate will be responsible for:

  • Maintaining strong relationships with Front Office teams and providing timely support with queries and troubleshooting
  • Ensuring accurate and timely execution of account opening, closure client, and static modification service requests
  • Conducting name screening upon request from Compliance teams
  • Developing a deep understanding of business requirements for maintaining external clients' records
  • Verifying client forms through signature verification
  • Participating in user acceptance testing when required
Required Skills and Qualifications:

To be successful in this role, you will need:

  • A Diploma or Degree with a minimum of 3 years of related working experience
  • Related working experience in static data maintenance, including T24, CRM, EAM/EFA/Finder relationships
  • Strong knowledge of MS Office software applications, such as MS Access and/or Excel Macros
Benefits:

We offer a competitive salary package, opportunities for career growth and development, and a dynamic work environment.

This Singapore-based position is open to Singaporeans only.



  • Singapore AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. Full time

    We are seeking a highly organized and detail-oriented Senior Wealth Management Support Specialist to join our team at AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. This role offers an attractive salary of SGD 75,000 - 90,000 per annum, commensurate with experience.About the Role:This is a fantastic opportunity for a seasoned professional to utilize their...


  • Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    OverviewI PP Financial Advisers Pte. Ltd. is a leading provider of financial advice in Singapore, with a rich history dating back to 1983. The Expat Advisory Group, a specialist division within the Company, is seeking experienced professionals to join their expanding team as Senior Wealth Management Specialists.Salary: SGD $120,000 - SGD $180,000 per...


  • Singapore Fargo Wealth Group Limited Full time

    Job Description:We are seeking a highly skilled Senior Private Wealth Advisor to join our team at Fargo Wealth Group Limited. This role will be responsible for managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the Asia market.Key Responsibilities:Client Relationship Management:Develop and nurture strong relationships...


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    Job OverviewWe are seeking an experienced Strategic Wealth Growth Specialist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. The successful candidate will have a proven track record in driving business growth through proactive acquisition and retention of high net worth clients.Estimated Salary: SGD 120,000 - 180,000 per annum depending on...


  • Singapore BNP Paribas Wealth Management Full time

    Job DescriptionWe are seeking a highly experienced Wealth Management Specialist to join our team at BNP Paribas Wealth Management. This is an exciting opportunity to leverage your skills and expertise in private equity and real estate to drive business growth and success.About the RoleIn this role, you will be responsible for sourcing and marketing...


  • Singapore HAYS SPECIALIST RECRUITMENT PTE. LTD. Full time

    Job Title: Senior Java Developer for Private Banking and Wealth Management Overview:Hays Specialist Recruitment is partnering with a reputable financial institution to seek a highly skilled Senior Java Developer to lead the development of their private banking and wealth management platform. Salary:We offer a competitive salary ranging from SGD $80,000 to...


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


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

  • Fintech Specialist

    4 weeks ago


    Singapore WEALTH DYNAMIX PTE. LTD. Full time

    Wealth Dynamix PTE. LTD. is seeking a skilled Fintech Specialist to join our team in Singapore. As a key member of our Pre Sales Consultant role, you will play a crucial part in the sales process, engaging with prospects, clients, and partners to showcase our innovative requirements and their fit to the needs of modern Private Banks and Wealth Managers.The...


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Role OverviewThe successful candidate will be responsible for growing the business through proactive acquisition and retention of high net worth clients, building deep relationships with clients, and providing...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...


  • Singapore BNP Paribas Wealth Management Full time

    We are seeking a Senior Business Consultant to join our Wealth Management team at BNP Paribas.About the RoleThis is a senior-level business analysis position responsible for techno-functional analysis of features built in Margin man implementation, managing business stakeholders and delivering BAU and projects on time with end-to-end ownership of delivery...


  • Singapore Citi Full time

    About the RoleCiti is seeking a highly skilled and experienced Senior Control Specialist to join our Wealth Products team. As a key member of our team, you will be responsible for ensuring the effective design, execution, and monitoring of controls within our Wealth Products department.

  • Wealth Strategist

    3 weeks ago


    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Unlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...


  • Singapore NEWBRIDGE ALLIANCE PTE. LTD. Full time

    Job OverviewThe Senior Wealth Management Specialist role at NEWBRIDGE ALLIANCE PTE. LTD. offers an exciting opportunity to deliver high-quality investment and insurance solutions to clients. As a key member of our team, you will work closely with investment professionals to cultivate client relationships and provide exceptional support.SalaryWe offer an...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Job SummaryWe are seeking a Senior Wealth Management Specialist to join our team at MANULIFE FINANCIAL ADVISERS PTE. LTD. This is an excellent opportunity for individuals who are passionate about providing financial planning and wealth management services to clients.About the RoleThe successful candidate will be responsible for understanding and addressing...


  • Singapore FINEXIS ADVISORY PTE. LTD. Full time

    Job OverviewWe are seeking a highly skilled Senior Wealth Management Business Development Specialist to join our team at FINEXIS ADVISORY PTE. LTD.


  • Singapore Click and Connect Online Limited Full time

    Job Title: Senior Wealth Management SpecialistCompany OverviewWe are a leading International Wealth Management firm based in Singapore, representing a top-tier organization that offers competitive packages and a supportive work environment.Estimated Salary:$120,000 - $180,000 per annum, depending on experienceJob DescriptionIn this role, you will be...


  • Singapore AGRICULTURAL BANK OF CHINA LIMITED Full time

    Job DescriptionWe are seeking a seasoned Senior Wealth Management Specialist to join our team at the Agricultural Bank of China Limited. This is an excellent opportunity for a highly motivated and experienced professional to take on a challenging role in wealth management.About the RoleWealth management involves providing personalized financial services to...


  • Singapore WEALTH ASIA LLP Full time

    Wealth Asia LLP seeks a driven and ambitious Sales and Business Development Intern to support our growth strategy. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise.As a Key Player in Wealth Management Expansion, you will be responsible for participating in sales and marketing activities, receiving...