Wealth Management Onboarding Specialist

**Do 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 a vital role by...

Onboarding SpecialistThis is a key role that supports the front office in timely and compliant onboarding of new Private Wealth clients. The Onboarding Specialist will work closely with the Relationship Managers to ensure all necessary documentation is complete, accurate and compliant with regulatory and internal standards.Key ResponsibilitiesSupport the...

Do 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 a vital role by...

As a KYC Specialist, you will play a pivotal role in ensuring the smooth onboarding of clients in Private Banking and Consumer Banking Groups. Your primary responsibility will be to provide expert advice to Front Office personnel on all customer due diligence (CDD) matters, collaborating closely with them throughout the client onboarding process.The ideal...

**Your new company** My client is a top tier investment bank located in the heart of Singapore. They are looking for an Onboarding Specialist to be part of the Wealth Management Proximity Operations team. You will be supporting the front business (Client Advisors, Investment Advisors and Relationship Managers) for all Client Onboarding for new...

**Your new company** My client is a top tier investment bank located in the heart of Singapore. They are looking for an Onboarding Specialist to be part of the Wealth Management Proximity Operations team. You will be supporting the front business (Client Advisors, Investment Advisors and Relationship Managers) for all Client Onboarding for new...

Wealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager . You will be provided with training across...

Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and management•...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

Wealth Management Operations Specialist (Data and Document) About the Role Are you meticulous with attention to detail, passionate about delivering exceptional client experiences? We're seeking a skilled professional to perform onboarding processing & Client data maintenance including document review,Ensure accurate and timely processing of client...