Current jobs related to Wealth Management Specialist - Singapur - AIA

  • Credit Structuring

    3 months ago

    Singapur, Singapore Indosuez Wealth Management Full time

    Job summary You 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; including the participation in credit committees at various levels. ...

  • Associate, Wealth Management Solutions

    4 months ago

    Singapur, Singapore Ares Management Corporation Full time

    Description Ares Wealth Management Solutions (WMS) APAC is looking for an Associate. The position will play a key role in supporting the distribution efforts of a range of alternative strategies offered to the Asian private wealth channel. The incumbent will work closely with members of WMS APAC to help drive towards the long-term growth and...

  • Business Compliance Manager M/F

    2 months ago

    Singapur, Singapore Indosuez Wealth Management Full time

    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 and monitoring regulatory, reputational, operational risks and other risks applicable to the Front Office. You will have...

  • Asia Cash Back Office

    6 months ago

    Singapur, Singapore Indosuez Wealth Management Full time

    Description du poste Azqore is a leader in outsourced banking services. One of the entities under Credit Agricole Indosuez Wealth Management, Azqore provides integrated solutions and quality services to our clients. Asia Operations provide operational capabilities to Azqores client banks, allowing them to focus on executing their strategy, reduce...

  • Operations Officer

    8 months ago

    Singapur, Singapore Indosuez Wealth Management Full time

    Description du poste Azqore is a leader in outsourced banking services. One of the entities under Credit Agricole Indosuez Wealth Management, provides integrated solutions and quality services to our clients.  Asia Operations provide operational capabilities to Azqores client banks, allow them to focus on executing their strategy, reduce operational...

  • Asia Reconciliation

    8 months ago

    Singapur, Singapore Indosuez Wealth Management Full time

    Description du poste Azqore is a leader in outsourced banking services. One of the entities under Credit Agricole Indosuez Wealth Management, Azqore provides integrated solutions and quality services to our clients.  Asia Operations provide operational capabilities to Azqores client banks, allowing them to focus on executing their strategy, reduce...

  • Premier Elite Insurance Specialist

    6 months ago

    Singapur, Singapore HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Event Specialist

    1 month ago

    Singapur, Singapore moomoo Full time

     Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised...

  • Associate Director, Premier Insurance Specialist

    6 months ago

    Singapur, Singapore HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Head of Client Account Documentation and Internal Control M/F

    7 months ago

    Singapur, Singapore Indosuez Wealth Management Full time

    Job summary Reporting to the Chief Operating Officer (COO), Singapore Branch, you will be responsible for managing the Client Documentation and Internal Control function as well as overseeing the teams’ day-to-day operations. As a subject matter expertise on Client On-boarding and Internal Control with strong operations & people management skills, you...

  • Manager, Digital Wealth

    7 months ago

    Singapur, Singapore United Overseas Bank Full time

    Manager, Digital Wealth Posting Date: 07-May-2023 Location: Singapore, SG Company: United Overseas Bank Limited About UOB United 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 in Asia Pacific, Europe and North America. In Asia, we operate...

  • Wealth Protection Specialist

    7 months ago

    Singapur, Singapore Prudential plc Full time

    Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support...

  • Asset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore

    7 months ago

    Singapur, Singapore Goldman Sachs Full time

    Asset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...

  • Wealth Advisory Intern

    3 months ago

    Singapur, Singapore StashAway Full time

    StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

  • Asset & Wealth Management Division, Private Wealth Management, Alternative Capital Markets, Vice President, Singapore

    7 months ago

    Singapur, Singapore Goldman Sachs Full time

    YOUR IMPACT The Alternative Capital Markets (ACM) group within the Asset & Wealth Management Division (AWM) is looking for a Vice President/Executive Director to join the team based in Singapore.  The Alternative Capital Markets Group is responsible for structuring, sourcing and capital raising capital from Goldman Sachs ultra high net worth...

  • Senior Consultant/ Manager

    7 months ago

    Singapur, Singapore Sia Partners Full time

    Job description As a member of the Wealth Management Practice , you will apply your prior industry / consulting experience to manage key projects and initiatives for our clients. Successful candidates will have 5+ years of experience in Strategy, Target Operating Model Design or Business Transformation, and Implementation (SDLC/Agile) across Wealth...

  • Premier Business Development Manager

    6 months ago

    Singapur, Singapore HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Sales,...

  • Asset & Wealth Management, Change Management, Associate, Singapore

    6 months ago

    Singapur, Singapore Goldman Sachs Full time

    ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of the world’s leading investment managers. AWM provides institutional and individual investors with investment and advisory solutions, with strategies spanning public and private asset classes, industries, and geographies. AWM helps it’s clients navigate...

  • VP, Technical Delivery Manager, Wealth

    7 months ago

    Singapur, Singapore United Overseas Bank Full time

    VP, Technical Delivery Manager, Wealth Posting Date: 27-May-2023 Location: Singapore (City Area), Singapore, 048624 Company: United Overseas Bank Ltd About UOB United 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 in Asia Pacific, Europe and...

  • Assistant VP/Manager, Relationship Manager, Wealth Banking

    7 months ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP/Manager, Relationship Manager, Wealth Banking Posting Date: 10-May-2023 Location: Singapore, Singapore Company: 3677 About UOB United 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 in Asia Pacific, Europe and North America. In...

Wealth Management Specialist

2 months ago

Singapur, Singapore AIA Full time

About the Role

Key Responsibilities:

  • Develop and implement financial plans for clients to achieve their wealth accumulation and legacy planning goals.
  • Manage client relationships and provide exceptional customer service to ensure seamless experience from application to policy inception.
  • Collaborate with internal and external partners to drive sales growth and achieve sales targets.
  • Participate in sales training and professional development courses to enhance sales skills and meet mandatory CPD hours requirement.

Key Requirements:

  • Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher.
  • 3-5 years of relevant experience with demonstrated track record of sales achievement.
  • Results-driven, professional, and passionate for growth.
  • Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
  • Experience with HNW case management.