Senior Wealth Manager

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...

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 Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...

Job Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...

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.

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.

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...

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...

Senior Wealth Manager Job DescriptionRole Overview:Hebden Consulting is seeking a Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager at Hebden Consulting, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards...

Roles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...

Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

Job Title: Senior Relationship Manager, Wealth ManagementAt CLSA, we are seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth Management team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with expert advice and guidance...

Role Overview:Hebden Consulting is seeking a Senior Wealth Manager to join their global team. As a Senior Wealth Manager at Hebden Consulting, you will cultivate and manage relationships with high-net-worth clients, devise personalized financial plans, and guide clients towards financial success.Key Responsibilities:Client Relationship Management: Build and...

Job Title: Senior AML Project ManagerBNP Paribas Wealth Management is seeking a highly skilled Senior AML Project Manager to lead our NetReveal projects and BAU tasks from preparation to go-live. As a key member of our Compliance Division, you will be responsible for planning and delivering project scope within a dedicated budget and roadmap, applying WMIS...

Roles & ResponsibilitiesAs a Senior Wealth Management Professional at Avallis Investments Pte. Ltd., you will be responsible for managing relationships with high net worth clients, family offices, and institutional clients. You will work closely with our team to provide customized portfolio management, fund management, and family legacy & succession planning...