High Net Worth Investment Strategist
4 hours ago
As a distinguished SVP, Investment Counsellor, Private Banking, Consumer Banking Group at DBS Bank Limited, you will be part of a dynamic team that empowers high net worth clients to achieve their financial aspirations.
Salary: Competitive salary and benefits package commensurate with experience and qualifications. Estimated annual salary range: SGD 180,000 - 250,000.
About the RoleIn this pivotal position, you will be responsible for providing expert advisory and investment services to our esteemed clients, ensuring they receive top-notch professional service and exceptional value. Collaborating closely with Relationship Managers, you will jointly develop and maintain client relationships, provide timely market information, portfolio investment advice, and execution services.
- Deliver bespoke investment strategies tailored to each client's unique needs and goals.
- Analyse and review client portfolios to ensure optimal asset allocation and risk management.
- Cultivate long-term partnerships with high net worth clients by offering premium wealth management solutions.
To excel in this role, you must possess:
- A degree in Finance, Business, or a related field, with CFA qualification being an advantage.
- A minimum of 8 years of portfolio management experience, particularly in the High Net Worth wealth segment.
- In-depth knowledge of financial markets, trends, and regulatory requirements.
- A keen analytical mind, able to interpret complex data and make informed investment decisions.
Benefits: In addition to the competitive salary and benefits package, you will have the opportunity to work in a dynamic environment that fosters growth, recognition, and personal development.
-
Wealth Strategist for High Net-Worth Clients
3 days ago
Singapore DBS Bank Limited Full timeCompany OverviewDBS Bank Limited is a leading bank in Asia, with a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, we offer a full spectrum of products and services to meet our customers' diverse needs.About the RoleWe are seeking a skilled Wealth Strategist to join our team as a...
-
Investment Manager for High Net Worth Clients
2 weeks ago
Singapore DBS Bank Full timeRole SummaryAs a senior investment counselor in the wealth segment, we seek an experienced professional to provide high-quality investment services to high net worth clients. The successful candidate will have a strong understanding of financial and investment markets, with a solid analytical mind and ability to develop appropriate investment strategies.Key...
-
High Net Worth Business Development Lead
3 days ago
Singapore moomoo Full timeJob DescriptionWe are seeking a highly motivated and experienced High Net Worth Business Development Lead to join our team at moomoo. In this role, you will be responsible for driving business growth by developing and implementing strategic initiatives to target high net worth clients and family offices.Key Responsibilities:Develop in-depth understanding of...
-
Investment Associate
4 weeks ago
Singapore Citi Full timeJob SummaryThe Investment Associate is a key role within Citi Private Bank, responsible for providing high-quality investment advice and services to ultra-high net worth clients in the United States. This position requires a strong understanding of investment objectives and the ability to work closely with senior team members to deliver tailored investment...
-
Senior Portfolio Manager
3 days ago
Singapore DBS Bank Full timeAbout DBS BankAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and ambitions. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide financial solutions tailored to each customer's needs.A...
-
High Net Worth Immigration Consultant
3 weeks ago
Singapore FERGUS CONSULTANCY GROUP PRIVATE LIMITED Full timeRole OverviewThe successful candidate will be responsible for identifying and shortlisting suitable individuals, corporations, and UHNW (Ultra High Net Worth) individuals based on their needs in Singapore. This role requires building deep and meaningful relationships with clients and developing a service model to offer them solutions through our extensive...
-
High Net Worth Relationship Manager
5 days ago
Singapore DBS Bank Limited Full timeOverview DBS Private Banking offers a comprehensive, bespoke wealth management experience for high net worth individuals in Singapore. As a trusted advisor, you will be responsible for growing the business through proactive acquisition and retention of clients. Job Summary We are seeking an experienced relationship manager to join our team. The successful...
-
High Net Worth Relationship Manager
3 days ago
Singapore Ateca Consulting Full timeSenior Private Banker Job OpportunityAteca Consulting is seeking an experienced Senior Private Banker to join our team in Singapore. This role presents a unique opportunity for individuals to advance their careers with a forward-thinking institution that rewards success.About the RoleWe are looking for a seasoned Private Banker/Relationship Manager with a...
-
High Net Worth Financial Advisor
3 days ago
Singapore AIA Full timeAbout AIAAIA is a leading life insurance company that aims to create a healthier, more sustainable future for everyone.Job SummaryWe are seeking a highly motivated and experienced High Net Worth Financial Advisor to join our team. As a key member of our business development team, you will be responsible for managing a portfolio of high net worth clients,...
-
High Net Worth Client Relationship Manager
3 days ago
Singapore United Overseas Bank Full timeAbout United Overseas BankUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories. Our history spans over 80 years, during which we have been guided by our core values - Honorable, Enterprising, United and Committed.The RoleWe are seeking a highly skilled High...
-
High Net Worth Relationship Specialist
3 weeks ago
Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full timeKey ResponsibilitiesAt GOOD JOB CREATIONS (SINGAPORE) PTE. LTD., we seek a skilled High Net Worth Relationship Specialist to join our team. This individual will be responsible for managing HNW client portfolios, serving domestic clients in Singapore and international clients from non-assigned countries, and promoting a comprehensive range of financial...
-
High Net Worth Client Relationship Manager
4 days ago
Singapore eFinancialCareers Full timeWe are seeking a skilled High Net Worth Client Relationship Manager to join our team at eFinancialCareers. This is an exciting opportunity for a motivated individual to work with high net worth clients and investors, providing exceptional service and support.Job DescriptionThe successful candidate will be responsible for:Supporting Client Advisers to deliver...
-
High Net Worth Insurance Expert
1 week ago
Singapore HSBC Full timeJob OverviewWe are seeking a highly skilled High Net Worth Insurance Expert to join our team at HSBC.
-
Singapore Citi Full timeWe are seeking a highly accomplished Investment Counselor to join our team at Citi Private Bank. As a key member of our institution, you will be responsible for establishing, growing, and managing investment relationships with ultra-high net worth clients worldwide.With a strong background in financial services and a proven track record of success, you will...
-
High Net Worth Client Service Specialist
3 days ago
Singapore United Overseas Bank Full timeJob DescriptionAs a High Net Worth Client Service Specialist at United Overseas Bank, you will play a crucial role in delivering exceptional client experiences and supporting the growth of our private banking business.About the DepartmentOur UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5...
-
Singapore DBS Bank Limited Full timeCompany OverviewDBS Bank Limited is a leading financial institution in Asia, dedicated to providing high-quality banking services to its clients. Our Private Banking division offers a comprehensive range of wealth management and investment solutions tailored to the needs of high net worth individuals.
-
Associate Director
3 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeRoles & ResponsibilitiesRELATIONSHIP MANAGER (ULTRA-HIGH/HIGH NET WORTH)Job Description: Cultivate relationships with high net worth (HNW) clients. Comprehend the financial objectives of HNW clients and propose tailored wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to foster the...
-
Sales consultant
2 weeks ago
Singapore Ambition Recruitment Full timeIn this role, you will be providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind. Key Responsibilities: Familiar with insurance product/services and banks' credit procedure. Assist the sales team with sales development and implementation in...
-
High Net Worth Underwriter Specialist
3 days ago
Singapore AIA Full timeAbout the RoleWe are seeking a highly skilled and experienced High Net Worth Underwriter to join our team. The successful candidate will be responsible for performing underwriting assessments for high net worth cases, as well as non-HNW cases within assigned authority.The role involves providing underwriting-related support for daily operational tasks,...
-
High Net Worth Client Relationship Manager
1 week ago
Singapore Deutsche Bank Full timeAbout Deutsche BankWe are one of the leading wealth managers worldwide, offering a broad range of traditional and alternative investment solutions. Our team creates lasting value for clients through bespoke solutions, including wealth planning across successive generations and international borders, asset management with individual risk management, loans and...