Wealth Planning Manager, Consumer Banking Expert

Role OverviewWe are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.About YouYou have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or...

Job Title: Wealth Planning Manager | Expert Financial AdvisorSalary: SGD $50,000 - SGD $80,000 per annumAbout the RoleWe are seeking a highly skilled and motivated Wealth Planning Manager to join our team at TALlENTSIS PTE. LTD.In this role, you will be responsible for providing expert financial advisory services to our clients, helping them achieve their...

Who you are: You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. You see yourself as a companion on our clients' journeys toward achieving their life goals. Given that no journey is ever the...

Job Title: Senior Banking and Wealth Management Legal ExpertAbout the Role:Maybank Singapore is seeking a highly skilled Senior Banking and Wealth Management Legal Expert to provide legal support for our businesses across Singapore, Malaysia, and Hong Kong. The ideal candidate will have a strong background in banking law and wealth management, with the...

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...

  They are looking to hire VP level candidate into their Consumer & Wealth Banking FP&A team, with responsibility for conducting in-depth research and analysis of industry dynamics, market trends, the competitive landscape, and economic indicators, assessing their impact on business performance. This role will be responsible for the following:       ...

About DBS Bank Limited:As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their dreams and aspirations. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide financial solutions tailored to meet the needs of our...

Maybank Singapore is seeking an experienced Senior Banking and Wealth Management Legal Expert to provide legal support for our businesses across Singapore, Malaysia, and Hong Kong.Job DescriptionWe are looking for a highly skilled legal professional with a strong background in banking law and wealth management. The ideal candidate will have the ability to...

Who you are: You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever...

Job Title:Financial Services Professional (Wealth Management Expert)About the Role:In this dynamic role, you will participate in sales and marketing activities within the financial services sector. You will receive comprehensive training on wealth management techniques and strategies to excel in your career.You will be responsible for maintaining excellent...

About the role As a Wealth Planning Manager (Consumer) at PERSOLKELLY Singapore, you will be responsible for providing comprehensive financial planning services to individual clients. This is a full-time, office-based role located in the Central Region. You will play a key role in helping clients achieve their financial goals and objectives. What you'll...

In this role, you would be responsible for the following: Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies, and the set-up of family office in HK and SG. Work closely with Department Head and Private Wealth Advisors to service relationships with...

Business OverviewAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers realise their dreams and ambitions. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, we offer tailored solutions for every life stage.Job DescriptionThe...

Job OverviewWealth Dynamix Pte. Ltd. is a leading FinTech firm that helps relieve client management issues for wealth management and private banking firms with innovative technology.About the RoleThe Pre-Sales Consultant plays a crucial role in the sales process, engaging with prospects, clients, and partners to showcase Wealth Dynamix's requirements and...

Who you are: You have our customers' best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. You see yourself as a companion on our clients' journeys toward achieving their life goals. Given that no journey is ever the...

VP/AVP, KYC Reviewer, Consumer Banking Group VP/AVP, KYC Reviewer, Consumer Banking Group VP/AVP, KYC Reviewer, Consumer Banking Group Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full...

Job DescriptionWe are seeking a highly motivated and customer-focused Senior Wealth Strategist to join our Consumer Banking Group at DBS BANK LTD.Key Responsibilities:Develop and execute personalized financial plans to help clients achieve their wealth goals.Provide expert advice on investment ideas, insurance solutions, and other wealth management...

In this role would be responsible for the following; Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies and the set-up of family office in HK and SG Works closely with Department Head and Private Wealth Advisors to service relationships with existing...

Roles & ResponsibilitiesWe are currently recruiting for a local banking client:Job Details: Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission Working Days/Hours: 5.5 Days / Mon to Fri – 8:30AM to 6:00PM & Sat – 8:30AM to 1:30PM (Onsite - non-negotiable) Comprehensive training will be provided - 3 weeks...

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...