Wealth Management Sales Professional
2 months ago
We are seeking a highly driven and experienced Client Advisor to join our Premier Private Client team in Singapore. As a Client Advisor, you will be responsible for acquiring and prospecting new customers for our Premier Banking - Private Client (Offshore) segment, with a focus on affluent clients.
Key Responsibilities- Customer Acquisition: Actively acquire and prospect new customers for the Premier Banking - Private Client (Offshore) segment, with a focus on affluent clients.
- Relationship Development: Develop and strengthen relationships with new and existing affluent customers, in accordance with relevant business goals.
- Profit and Growth Targets: Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
- Customer Service: Ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
- Experience: 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment.
- Qualifications: Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
- Knowledge: Sound knowledge of banking products and services, including investment products such as unit trusts, bancassurance and treasury products.
- Skills: Strong interpersonal, communication skills and good at tele-consulting.
- Initiative and Integrity: Initiative, integrity and ability to work independently and as a team.
- Drive and Discipline: Drive to succeed and focused and disciplined to achieve sales quota and revenue.
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Business Compliance Manager
3 weeks ago
Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryIndosuez Wealth Management is seeking a highly skilled Business Compliance Manager to join our team in Singapore. As a key member of our Compliance department, you will be responsible for ensuring the overall management of risks associated with our Wealth Management activities.Key Responsibilities:Support Front Office in performing KYC reviews for...
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Wealth Management Professional
2 months ago
Singapur, Singapore AIA Full timeAbout the RoleAIA is driving a movement to create a healthier, more sustainable future for everyone. If you believe in inspiring a better future, read on.Key ResponsibilitiesFoster and deepen relationships with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members.Engage Agency and AFA...
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Wealth Management Professional
3 weeks ago
Singapur, Singapore AIA Full timeAbout AIA's Vision for a Healthier FutureAIA has embarked on an exciting journey to create a more sustainable and healthier world for everyone. If you share our passion for inspiring a better future, read on to learn more about this exciting opportunity.About the RoleThe Wealth Manager will be responsible for driving growth in the Affluent and High Net Worth...
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Wealth Management Professional
1 month ago
Singapur, Singapore AIA Full timeAbout the RoleAIA is embarking on an exciting journey to create a healthier, more sustainable future for everyone. If you share our vision and are passionate about inspiring a better future, we invite you to explore this opportunity.Key ResponsibilitiesFoster strong relationships with Agency and AFA Sales force to drive growth in the Affluent and High Net...
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Business Compliance Officer
4 weeks ago
Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryWe are seeking a highly skilled Business Compliance Manager to join our team at Indosuez Wealth Management. As a key member of our compliance team, you will be responsible for ensuring the overall management of risks associated with our Wealth Management activities in Singapore.Key ResponsibilitiesSupport Front Office in performing KYC reviews for...
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Credit Structuring
2 months ago
Singapur, Singapore Indosuez Wealth Management Full timeJob 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. ...
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Cash Management Specialist
2 months ago
Singapur, Singapore Indosuez Wealth Management Full timeAbout the RoleAzqore, a leader in outsourced banking services under Credit Agricole Indosuez Wealth Management, seeks a skilled professional to join its Asia Operations team. As a key player in the Cash function, you will be responsible for processing and controlling cash remittances, FX/MM, and FX/MM derivatives, as well as managing secondary nostro...
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Wealth Management Solutions Associate
2 months ago
Singapur, Singapore Ares Management Corporation Full timeAbout the RoleAres Wealth Management Solutions (WMS) APAC is seeking a highly skilled Associate to support the distribution efforts of alternative strategies offered to the Asian private wealth channel. The successful candidate will work closely with senior business development managers to drive growth and development objectives, primarily focused on Asia ex...
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Operations Manager
2 months ago
Singapur, Singapore Indosuez Wealth Management Full timeAbout the RoleAzqore, a leader in outsourced banking services under Credit Agricole Indosuez Wealth Management, seeks a skilled professional to join its Asia Operations team. As a key function, Asia Operations provides operational capabilities to client banks, enabling them to focus on executing their strategy, reduce operational cost, and improve...
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Wealth Management Solutions Associate
3 weeks ago
Singapur, Singapore Ares Management Corporation Full timeAbout the RoleAres Wealth Management Solutions (WMS) APAC is seeking an Associate to support the distribution efforts of alternative strategies offered to the Asian private wealth channel. The successful candidate will work closely with WMS APAC senior business development managers to drive growth and development objectives, primarily focused on Asia ex...
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Senior Wealth Management Professional
3 weeks ago
Singapur, Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Wealth Management Professional to join our team at United Overseas Bank. As a key member of our Group Finance department, you will be responsible for providing expert advice and guidance on wealth management strategies to our clients.Key ResponsibilitiesDevelop and implement comprehensive wealth management...
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Senior Wealth Management Professional
3 weeks ago
Singapur, Singapore AIA Full timeAbout AIA's Vision for a Healthier FutureWe're committed to creating a more sustainable future for everyone. As a key player in this movement, you'll drive growth in our Affluent and High Net Worth business through strategic initiatives and sales activities.About the RoleFoster strong relationships with our Agency and AFA Sales force to meet and exceed...
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Operations Associate
1 month ago
Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryIndosuez Wealth Management is seeking a highly skilled and detail-oriented Operations Associate to join our team in Asia. As a key member of our Reconciliations & Investigations function, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesProcess and control reconciliations of stock and...
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Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as Head of Client Account Documentation and Internal Control. Reporting to the Chief Operating Officer, Singapore Branch, you will be responsible for managing the Client Documentation and Internal Control function, overseeing the teams' day-to-day operations, and driving...
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Credit Structuring Specialist
1 month ago
Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryWe are seeking a highly skilled Credit Structuring professional to join our team at Indosuez Wealth Management. As a key member of our Credit Structuring team, you will be responsible for structuring, vetting, and monitoring viable credit solutions for our clients, with a focus on real estate financing.Key ResponsibilitiesAlign with the Credit...
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Operations Associate
2 months ago
Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryIndosuez Wealth Management is seeking a highly skilled and detail-oriented Reconciliations & Investigations Specialist to join our Asia Operations team. As a key member of our team, you will be responsible for ensuring the accuracy and efficiency of our reconciliation processes, as well as providing exceptional client service.Key...
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Senior Wealth Management Professional
3 weeks ago
Singapur, Singapore HSBC Full timeUnlock Your Potential in Wealth ManagementHSBC is seeking a highly skilled and experienced professional to join our Wealth and Personal Banking team as an Associate Director Premier Elite. This role offers a unique opportunity to work with high net worth clients, providing holistic solutions and expert advice to help them achieve their financial goals.Key...
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Credit Structuring Specialist
4 weeks ago
Singapur, Singapore Indosuez Wealth Management Full timeJob SummaryIndosuez Wealth Management is seeking a highly skilled Credit Structuring professional to join our team in Singapore. As a key member of our Credit Structuring team, you will be responsible for structuring, vetting, and monitoring viable credit solutions for our clients, with a focus on real estate financing.Key ResponsibilitiesAlign with the...
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Treasures Wealth Manager
4 weeks ago
Singapur, Singapore DBS Bank Full timeAbout DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. Our platform provides clients with a seamless and all-encompassing banking experience, complemented by expert advice and support from our team of professionals.Your RoleAs a Treasures Wealth...
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Associate, Wealth Management Solutions
2 months ago
Singapur, Singapore Ares Management Corporation Full timeDescription 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...
