Wealth Management Lead

2 months ago


Singapore CLSA Full time

Key Responsibilities

  • Maintain solid relationships with high-net-worth clients and their families, providing expert wealth management advice and ensuring their financial goals are met.
  • Analyze clients’ financial situations, identifying areas for improvement and opportunities for growth, to develop tailored wealth management strategies.
  • Collaborate with colleagues to implement these strategies, utilizing a range of financial products and services to meet clients’ needs.
  • Stay up-to-date with market trends and regulatory changes, ensuring clients’ wealth management plans are always aligned with the latest developments.
  • Build and maintain strong relationships with clients, providing exceptional service and support to ensure their continued satisfaction and loyalty.

Requirements

  • Degree in Business, Finance, or a related field, with at least 4 years of experience in wealth management or a related field.
  • Strong knowledge of financial products and services, including investments, insurance, and trusts.
  • Ability to analyze complex financial situations and develop tailored wealth management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in Mandarin and English, with the ability to communicate effectively with clients and colleagues.
  • CACS 1 & 2 certifications and relevant CMFAS papers.


  • Singapore Indosuez Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    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.


  • Singapore Indosuez Wealth Management Full time

    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...


  • Singapore Indosuez Wealth Management Full time

    Types of Jobs - Compliance / Financial Security Job title Business Compliance Manager M/F Contract type Permanent Contract Job summary Reporting to the Chief of Staff, the Business Compliance Manager (“BCM”) ensures the overall management of risks of Wealth Management activities of the Singapore Branch. This includes identifying, assessing, mitigating...


  • Singapore BNP Paribas Wealth Management Full time

    Job 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...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    We are seeking a Senior Business Consultant to join our Wealth Management team at BNP Paribas.About the RoleThis is a senior-level business analysis position responsible for techno-functional analysis of features built in Margin man implementation, managing business stakeholders and delivering BAU and projects on time with end-to-end ownership of delivery...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Company 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...


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    About the RoleWe are seeking a skilled Strategic Wealth Advisor to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Job DescriptionThe successful candidate will be responsible for growing our business through proactive acquisition and retention of high net worth (HNW) / ultra-high net worth (UHNW) clients.Key Responsibilities:Grow the business...


  • Singapore Indosuez Wealth Management Full time

    Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of Greater China/North Asia team. KEY RESPONSIBILITIES Provides pro-active investment advice on multi-asset-class portfolios directly to Ultra High Net Worth Private Clients / Family Offices / RMs....


  • Singapore WEALTH ASIA LLP Full time

    Roles & 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 ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD.Role OverviewThe successful candidate will be responsible for growing the business through proactive acquisition and retention of high net worth clients, building deep relationships with clients, and providing...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Elite 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...


  • Singapore BNP Paribas Wealth Management Full time

    Job DescriptionWe are seeking an experienced Financial Services Team Lead to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for driving business growth, managing client relationships, and leading a team of professionals.


  • Singapore WEALTH ASIA LLP Full time

    Wealth 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...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    We 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...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    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.


  • Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time

    Job OverviewWe are seeking an experienced Strategic Wealth Growth Specialist to join our team at ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. The successful candidate will have a proven track record in driving business growth through proactive acquisition and retention of high net worth clients.Estimated Salary: SGD 120,000 - 180,000 per annum depending on...


  • Singapore BNP Paribas Wealth Management Full time

    About the RoleWe are seeking a highly skilled AML-CTF Project Manager to lead Netreveal projects and BAU tasks within Wealth Management IT Hub Compliance Division.