Client Relationship Manager, Wealth Advisory

About this RoleAs a Senior Relationship Manager for our Wealth Advisory team, you will play a key role in developing and growing relationships with affluent and high-net-worth clients in Singapore. You will be responsible for providing financial advisory services and solutions to meet their needs, while building long-term relationships that drive business...

Roles & 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...

Roles & ResponsibilitiesAs a Relationship Manager, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.We offer B2B and B2C solutions in the...

Unlock 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...

Transform 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...

Position Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...

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...

We 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...

**Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...

About 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.

Wealth Banking Relationship ManagerAt United Overseas Bank, we are seeking a highly skilled Wealth Banking Relationship Manager to join our team.About the RoleYou will be responsible for providing financial advisory services to our mass-affluent customers and developing deep relationships with them.Provide prudent financial advisory and investment solutions...

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...

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...

Roles & ResponsibilitiesYou will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales...

Wealth Banking Relationship ManagerUnited Overseas Bank Limited is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.We operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, as well as branches and offices.Our history spans more than...

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...

Stash 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...

Achieve individual sales targets by providing financial advisory services to UOB's mass-affluent customers. Develop and deepen relationships with clients assigned to you, ensuring proper advisory procedures and documentation adherence to Bank policies and regulatory requirements.Job ResponsibilitiesProvide comprehensive financial advisory and investment...

Are you a motivated individual looking for a career opportunity in customer relations? APEX WEALTH MANAGEMENT LLP is seeking a Client Relationship Specialist to join our team.About the RoleThe successful candidate will be responsible for building and maintaining strong relationships with clients, working in a comfortable environment making outbound phone...

Job Description:We are seeking a skilled Executive Portfolio Manager to join our Wealth Advisory Services team at CLSA. This role will be based in Singapore and will report directly to the Head of Wealth Management.Key Responsibilities:Maintain strong relationships with high net worth clients, providing expert advice on investment strategies and portfolio...