Lead Wealth Manager
4 days ago
DBS' Private Banking offers a comprehensive suite of wealth management solutions, catering to the diverse needs of high net worth individuals. Our team of experienced investment advisors employ strategic approaches to deliver tailored investment strategies and provide expert financial advice.
Business Function OverviewWe strive to establish long-term relationships with our clients by providing timely and extensive wealth management, investment, and financial solutions. Our dedicated team is committed to delivering exceptional client experiences through proactive acquisition and retention strategies.
Responsibilities:- Growth of business through the acquisition and retention of high net worth clients within the Philippines market.
- Implementation of a focused geographical strategy aligned with the overall business objectives.
- Development of in-depth understanding of clients' investment requirements.
- Providing sound financial guidance to clients in partnership with Investment Counsellors and Product Specialists.
- Serving as a trusted advisor to clients throughout their wealth journey, enhancing client relationships through regular engagement.
- Ensuring compliance with bank and regulatory requirements.
- Bachelor's degree with a minimum of 10 years of relevant experience.
- Strong knowledge of private banking products and solutions, including expertise in the Philippines Market.
- Good understanding of compliance and regulatory requirements.
- Excellent interpersonal and communication skills, with a strong focus on client-centricity.
- Team player with the ability to collaborate effectively with various internal stakeholders to drive client acquisition and retention.
We offer a competitive salary package, coupled with a range of benefits, including opportunities for professional growth and development, recognition of achievements, and a dynamic work environment that supports your career aspirations.
-
Wealth Management Consultant
4 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany 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...
-
Wealth Management Intern
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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 financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Wealth Management Professional
4 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeElite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...
-
Key Player in Wealth Management Expansion
4 weeks ago
Singapore WEALTH ASIA LLP Full timeWealth 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...
-
Elite Wealth Management Consultant
3 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeWe are seeking a highly motivated and enthusiastic individual to join our dynamic team at Elite Wealth Consultancy as an Investment Associate. This is a unique opportunity for you to grow and manage wealth effectively.The role comes with an estimated salary of $80,000 per annum, making it an attractive option for those looking to advance their careers in...
-
Strategic Wealth Manager
3 days ago
Singapore Fargo Wealth Group Limited Full timeCompany OverviewFargo Wealth Group Limited is a leading private banking firm in the Asia market, providing comprehensive financial services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
-
Elite Wealth Management Professional
2 months ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.
-
(Hybrid) Wealth Management Intern
4 months ago
Singapore WEALTH ASIA LLP Full timeRoles & 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 financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Singapore Indosuez Wealth Management Full timeClient 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...
-
Wealth Management Associate
3 weeks ago
Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full timeCompany OverviewWealth Taurus Wealth Advisors PTE LTD is a leading independent wealth advisor in the Asia Pacific region, dedicated to providing conflict-free investment advice to clients. Job Description:The Investment Analyst Trainee will work closely with our team of Investment Counsellors (ICs) to support business development efforts and client-related...
-
Wealth Management Expert
4 weeks ago
Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeAbout ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...
-
Strategic Wealth Advisor
4 weeks ago
Singapore WEALTH ASIA LLP Full timeWealth Investment AdvisorAre you a results-driven individual seeking a dynamic career in wealth management?About the Role:Drive client acquisition and retention through exceptional sales and customer service skills. Collaborate with partners to deliver comprehensive client services, including wealth and investment planning, insurance, mortgage, and estate...
-
Business Development Professional
4 weeks ago
Singapore WEALTH ASIA LLP Full timeAbout Wealth Asia LLPWe are a dynamic and forward-thinking wealth management firm dedicated to providing our clients with tailored solutions for their financial needs. As part of our team, you will play a crucial role in driving our sales and marketing efforts.
-
Wealth Management Specialist
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Wealth Strategist
4 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeUnlock 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...
-
Wealth Management Specialist
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Fintech Specialist
4 weeks ago
Singapore WEALTH DYNAMIX PTE. LTD. Full timeWealth 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...
-
Financial Services Professional
3 weeks ago
Singapore WEALTH ASIA LLP Full timeJob 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...
-
Financial Services Professional
4 weeks ago
Singapore WEALTH ASIA LLP Full timeJob OverviewWe are seeking a highly motivated and skilled Financial Services Professional to join our Wealth Management team. This role offers an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.