Wealth Banking Relationship Manager

Wealth Banking Relationship ManagerAt United Overseas Bank, we are seeking a highly skilled Wealth Banking Relationship Manager to join our team.About the RoleYou will be responsible for providing financial advisory services to our mass-affluent customers and developing deep relationships with them.Provide prudent financial advisory and investment solutions...

Position 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...

Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales...

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...

Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

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...

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...

**Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...

Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales...

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...

Roles & ResponsibilitiesKey Responsibilities Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending...

Company OverviewWe are a dynamic organization, Elite Wealth Consultancy, 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.SalaryWe offer a competitive salary range estimated at...

Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Job Description: 1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients; 2. Build and develop a deep understanding of clients’ investment needs; 3. Provide sound financial advice to clients working in partnership with different internal teams; 4. Be a strong advisor to the clients in their wealth planning and work to...

Roles & ResponsibilitiesResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on...

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...

Roles & ResponsibilitiesThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients. This includes the delivery of comprehensive wealth management solutions to meet clients’ needs.At HL Bank, we are...

Fargo Wealth Group Limited is seeking a highly skilled and experienced Executive Relationship Manager to join our team in the Asia market.About the Role:As an Executive Relationship Manager, you will be responsible for developing and managing strong relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the Asia market. This...

Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...