Wealth Management Specialist

Roles & 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...

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 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...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

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...

Position OverviewThe Wealth Management Advisor will play a vital role in fostering long-term relationships with high net worth clients, providing expert advice on investment strategies and product solutions to meet their evolving needs.

Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...

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...

Indosuez Wealth Management is seeking a skilled Technical Support Specialist to join our team. This role is an excellent opportunity for individuals who are passionate about technology and customer service.Job Description:The Technical Support Specialist will be responsible for managing all incoming IT production issues and requests, creating tickets if...

Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...

Indosuez Wealth Management, a leading provider of outsourced banking services, is seeking a highly skilled Financial Operations Specialist to join its Asia Cash Management team.The ideal candidate will have expertise in financial operations and a proven track record of delivering high-quality results in a fast-paced environment.Responsibilities:Process and...

Reporting to the Head of Credit Structuring Asia, you will be working on structuring, vetting and monitoring viable credit solutions as offering to clients, with a focus on Lombard; including the participation in credit committees at various levels. Key Responsibilities Credit solutions advisory - provide advisory services to Relationship Managers on...

Job DescriptionWe are seeking an experienced and skilled Business Compliance Manager to join our team at Indosuez Wealth Management in Singapore.About the RoleThis is a critical position that requires strong leadership skills, technical expertise, and excellent communication abilities. The successful candidate will be responsible for managing risks...

Roles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...

Job DescriptionWe are seeking a highly skilled Corporate Credit Structuring Specialist to join our team at Indosuez Wealth Management in Singapore. As a key member of our Credit Structuring Asia department, you will play a vital role in structuring, vetting, and monitoring viable credit solutions for our clients.The successful candidate will have strong...

Company OverviewManulife Investment Management (Singapore) Pte. Ltd., a wholly-owned subsidiary of Manulife, has been operating in Singapore since 2007. As a hub for wealth management in Asia, our primary function is to provide investment management and related services to Manulife Singapore, including the management of General Accounts and developing...

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...

Company 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.

Business TypeTypes of Jobs - Real Estate Job TitleContract TypePermanent Contract Job SummaryYou will be reporting locally to the Head of Credit Structuring Asia. Key Responsibilities Align with the Credit Risk Department (RPC) in the region to structure, vet and monitor viable credit solutions as offering to clients, with a focus on real estate financing;...

Position Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism 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...