Wealth Advisory Professional
1 week ago
The role of the Private Banking Relationship Manager is to develop and maintain relationships with high net worth clients, ensuring superior service and providing regular updates on financial markets developments and portfolio performance.
Key Responsibilities:- To understand client requirements and preferences, ensuring tailored solutions that meet their needs
- Acquire new clients and mine existing relationships across the NRI customer base
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Wealth Advisory Specialist
6 months ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...
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Wealth Management Professional
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
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Wealth Strategist
5 days ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeUnlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...
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Wealth Advisory Specialist
4 days ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time $3,000 - $5,000We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their...
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Wealth advisory intern
3 weeks ago
Singapore StashAway Full timeStash Away 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 Stash Away 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...
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Key Player in Wealth Management Expansion
7 days ago
Singapore WEALTH ASIA LLP Full timeWealth 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...
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Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeTransform Your Career with CO Wealth Advisory GroupAre you ready to amplify your income and enjoy a rewarding lifestyle? As a Premier Wealth Manager at CO Wealth Advisory Group, you'll have the opportunity to grow your earnings exponentially while making a positive impact on people's lives.Estimated Salary: SGD 80,000 - SGD 120,000 per annumOur team of...
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Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeAs a Premier Wealth Adviser at CO Wealth Advisory, you have the unique opportunity to significantly enhance your financial standing and enjoy a fulfilling career.We are a top-performing agency of 20 years with AIA Financial Advisers Private Limited (AIA FA), and our proven systems and platforms empower you to double or triple your current income in your...
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Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeAre you looking to boost your income and achieve financial freedom? As a Premier Wealth Adviser at CO Wealth Advisory Group Pte. Ltd., you will have the opportunity to earn a competitive salary of $80,000 - $120,000 per annum.This role is ideal for individuals who are driven, results-oriented, and have excellent communication skills. You will work closely...
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Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeCompany Overview:CO Wealth Advisory Group PTE. LTD. is an esteemed financial services provider that has been in operation for over 20 years. As a trusted partner of AIA FA Singapore, we offer a comprehensive suite of financial solutions tailored to the needs of our high-net-worth, mass affluent, and corporate clients.Salary: Earn a monthly allowance or...
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Wealth Management Professional
7 days ago
Singapore ELITE WEALTH CONSULTANCY Full timeElite 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...
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Wealth Banking Relationship Manager
1 week ago
Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a seasoned financial professional to join our Wealth Banking team as a Relationship Manager. In this role, you will be responsible for providing prudent financial advisory and investment solutions to meet the financial planning needs of UOB's mass-affluent clients.
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Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full timeAt Professional Financial Advisory Services, we are seeking a skilled and motivated Sales Leader to join our team. The successful candidate will have a proven track record of developing managers to recruit sales representatives with the capability to access their desired target market.This role is responsible for implementing developmental and motivational...
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Elite Wealth Management Professional
4 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeCompany 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.
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Financial Services Professional
1 week ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time**About the Role:**As a Financial Services Professional with CO Wealth Advisory Group PTE. LTD., you will play a vital role in helping high-net-worth individuals and corporations achieve their financial goals.**Estimated Salary:** SGD $50,000 - $80,000 per annum (dependent on experience).**Job Description:We are seeking an ambitious and results-driven...
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Strategic Wealth Accumulation Specialist
3 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeAbout 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...
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Financial Services Professional
7 days ago
Singapore WEALTH ASIA LLP Full timeJob OverviewWe are seeking a highly motivated and skilled Financial Services Professional to join our Wealth Management team. This role offers an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.
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Insurance Broking Advisory Professional
1 week ago
Singapore PEOPLE PROFILERS PTE. LTD. Full timeInsurance Broking Advisory ProfessionalWe are seeking a highly skilled Insurance Broking Advisory Professional to join our team at People Profilers Pte. Ltd. As an Insurance Broking Advisory Professional, you will be responsible for providing corporate insurance broking advice and placement for clients. Your key responsibilities will include communicating...
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Financial Advisory Director
2 days ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeAt Finexis Advisory PTE. LTD., we are seeking an exceptional individual to spearhead our award-winning team as a Team Leader (Financial Advisory). As a leader in the financial advisory industry, you will be responsible for guiding your team towards success while maintaining the highest standards of ethics and professionalism.The role offers a competitive...
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Financial Services Professional
2 days ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeWealth creation is a vital aspect of life, and at CO Wealth Advisory Group PTE. LTD., we are committed to helping individuals achieve their financial goals.About the RoleAs a Wealth Management Associate, you will play a crucial role in providing holistic financial solutions to our clients. Your primary responsibility will be to identify opportunities for...