Wealth Management Specialist

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...

Roles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...

Roles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...

Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

Fargo Wealth Group is hiring a Relationship Manager to oversee the management and expansion of a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.The ideal candidate will possess a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the...

We are looking for a Wealth Management Specialist to join our team in Malaysia. As a key member of our wealth management team, you will be responsible for providing expert financial analysis and customized wealth management solutions to our clients.About the Role:You will work closely with our experienced sales team to develop and implement effective...

Roles & ResponsibilitiesWe are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.Position Overview: Our 2-year comprehensive training program is designed to...

Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...

Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...

Wealth and Financial Solutions Specialist Provide high net worth individuals and businesses with tailored financial solutions, encompassing wealth management, investment portfolio optimization, and estate planning. Key Responsibilities: Develop and implement comprehensive wealth management strategies for Mass Affluent and HNW clients Grow and manage client...

Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us:Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

Investment and Insurance SolutionsAs a Wealth Management Specialist at SP - Katherine Soh, you will be responsible for delivering tailored investment and insurance solutions to our clients. With a strong focus on risk management and wealth accumulation, our team helps individuals and businesses achieve their long-term financial objectives. Your expertise in...

Roles & ResponsibilitiesWe are seeking a highly skilled and motivated Claims Specialist and SalesConsultant 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 requirementsand company policies. Additionally, the Claims Specialist will play a...

Roles & ResponsibilitiesWe are seeking a highly skilled and motivated Claims Specialist and SalesConsultant 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 requirementsand company policies. Additionally, the Claims Specialist will play a...

Roles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You'll Be Doing:Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages. ...

Job Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients’ investment needs; Provide sound financial advice to clients working in partnership with different internal teams; Be a strong advisor to the clients in their wealth planning and work to continually...

Key ResponsibilitiesConduct cold-calling through given leads to fix appointmentsDevelop customized wealth management strategies and investment portfolios tailored to individual client requirementsRegularly review and update client financial plans to ensure they remain aligned with their evolving needs and market conditionsBuild and maintain strong, long-term...

As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies and solutions....

Roles & ResponsibilitiesJob Profile Summary:The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.Job...