Financial Services Manager
2 weeks ago
We are seeking a highly skilled Financial Services Manager to join our team in Singapore. As a key member of our Global Wealth Management business division, you will be responsible for supporting our private bankers and delivering exceptional client service and experience.
Your role will involve being the primary point-of-contact for clients with account queries or orders, as well as assisting with account opening, onboarding, due diligence, and monitoring activities. You will also collaborate with colleagues to ensure that all client accounts comply with legal, compliance, and regulatory requirements.
To be successful in this role, you will need to have at least 3 years of experience in assistant relationship management, preferably in a private bank or supporting role. You should also hold a university degree or higher education qualification, along with valid CACS Papers 1 and 2. Additional languages, such as Mandarin and Cantonese, are advantageous but not essential.
If you are a team player who remains calm under pressure and is able to manage conflicting priorities, we want to hear from you
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Financial Services Relationship Manager
2 weeks ago
Singapore UBS Financial Services Full timeAbout UsUBS is the world's largest and only truly global wealth manager.We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.Our global reach and the breadth of our expertise set us apart from our competitors.With more than 70,000 employees, we have a presence in all...
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Senior Financial Services Manager
2 weeks ago
Singapore UBS Financial Services Full timeJob DescriptionWe are seeking a skilled Client Account Manager to join our team in the Global Family Office (GFO). The successful candidate will be responsible for supporting private bankers known as Client Advisors who manage comprehensive and complex client books. This includes assisting with credit / structured lending matters, credit analysis to support...
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Financial Services Consultant
2 weeks ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...
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Financial Services Consultant
2 weeks ago
Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full timeRoles & ResponsibilitiesJob Description:· Providing financial advice based on clients' financial and protection needs· Providing recommendation to clients on wealth accumulation and legacy planning· Providing corporate solutions for business entities· Delivering a high level of professional customer service to customers· Building and cultivating client...
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Financial Services Consultant
3 days ago
Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full timeProviding financial advice based on clients’ financial and protection needs - Providing recommendation to clients on wealth accumulation and legacy planning - Providing corporate solutions for business entities - Delivering a high level of professional customer service to customers - Building and cultivating client relationships **Job Requirements** -...
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Financial Markets Specialist
2 weeks ago
Singapore UBS Financial Services Full timeRole OverviewAs a Fixed Income Content Specialist, you will play a critical role in supporting our advisory business by developing high-quality content that meets the needs of our clients.You will work closely with the Chief Investment Office (CIO) to develop thematic fixed income content based on market developments, and liaise with client-facing teams to...
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Senior Manager, Financial Reporting
1 week ago
Singapore DM FINANCIAL PTE. LIMITED Full time**Brief overview** DM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments,...
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Financial Services Manager
2 weeks ago
Singapore PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS) Full time**Job Highlights** - Immediate appointment to manager level (experienced financial services adviser) - Strong support for recruitment. - Experienced insurance advisor who aspires to start your own team - Fresh graduates who have interest in investment and to build a team are welcome to join **Job Descriptions** - Plan and execute recruitment activities to...
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Independent Financial Adviser(Ifa)
44 minutes ago
Singapore Avallis Financial Full time**Avallis Financia**l is a leading independent financial advisory firm, providing personalized financial planning solutions to individuals and businesses since 1997. With a reputation built on trust, integrity, and a client-first approach, Avallis empowers clients to achieve their financial goals through tailored advice and comprehensive wealth management...
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Financial Adviser
2 weeks ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeRoles & ResponsibilitiesTo service clients who arerequesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must haveA Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills you...