Wealth Management Expert
4 days ago
In this senior role, you will play a critical part in shaping the future of DBS Bank's Private Banking business. As a Strategic Portfolio Manager, you will be responsible for developing and implementing innovative portfolio strategies that meet the evolving needs of our clients. With your expertise in investment markets and products, you will collaborate with Relationship Managers to deliver tailored solutions that drive growth and optimize returns.
Main Responsibilities
- Develop and maintain in-depth knowledge of investment markets and products.
- Leverage expertise in strategic asset allocation and core portfolio construction to drive portfolio growth and optimize returns.
- Collaborate with RMs to identify opportunities for portfolio expansion and deepen relationships with key clients.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
- Develop and maintain effective relationships with internal stakeholders, including RMs, product specialists, and other support functions.
Requirements
- Advanced degree in Finance, Economics, Banking or related discipline; CFA highly desired.
- Minimum 10 years of experience in Portfolio Advisory/Fund Management/Investment Advisory/Investment Research or related capacity.
- Proven track record of driving growth and delivering results in a fast-paced environment.
- Extensive knowledge of investment markets and products.
- Strong analytical and problem-solving skills, with ability to think critically and strategically.
-
apex wealth manager
2 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...
-
Wealth Manager
16 hours ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
-
Wealth Manager
16 hours ago
Singapore DH Wealth Management Pte Ltd Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
-
Wealth Manager
3 minutes ago
Singapore iHarvest Wealth Management Pte Ltd Full time**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...
-
Wealth Manager
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...
-
Wealth Management Intern
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Wealth Management Apprentice
17 hours ago
Singapore Kaiboy Management Full timeAre you a fresh graduate or early career professional with a passion for finance? Looking to gain hands-on experience while learning from the best in the industry? This is your chance to dive into the world of Wealth Management through a dynamic, fast-paced apprenticeship program! **What’s in it for you?** **Real-world Experience**: Get exposure to...
-
Wealth Associate
4 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeRoles & ResponsibilitiesWe are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.Position Overview: Our 2-year comprehensive training program is designed to...
-
Wealth Management Consultant
4 weeks ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You'll Be Doing:Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages. ...
-
Wealth Management Associate
4 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...
-
Senior Relationship Manager
16 hours ago
Singapore Taurus Wealth Full timeAre you looking for a dynamic, international, and entrepreneurial working environment as a Senior Relationship Manager? As part of the Taurus Family, you are benefitting from an independent platform that gives you the freedom to select the best possible products to meet your individual clients’ needs. We are always looking for motivated individuals to...
-
Wealth Management Associate
4 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...
-
Wealth Management Analyst
2 minutes ago
Singapore INCRED GLOBAL WEALTH PTE. LTD. Full timeWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities: - To shadow Senior relationship managers and assist them in managing their clients. - Monitor and review client portfolios and create process and templates which allows for ease of monitoring. - Use technology to improve efficiencies in all processes related to...
-
Wealth Management Associate
17 hours ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...
-
Wealth Investment Advisor
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Strategic Wealth Manager for Asia Market
1 day ago
Singapore Fargo Wealth Group Full timeFargo Wealth Group is a premier wealth management firm dedicated to delivering exceptional financial solutions to high-net-worth individuals and families.We are seeking a highly skilled and experienced Relationship Manager to join our team in the Asia market. As a key member of our private banking division, you will be responsible for managing and expanding...
-
Wealth Investment Advisor
4 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & 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...
-
Wealth Manager
16 hours ago
Singapore iHarvest Wealth Management Pte Ltd Full time**Responsibilities**: - Attending to customers and provide financial advice. - Plan out and manage investment policies to achieve clients' financial goals. - Maintain and develop long-lasting relationships with both existing and potential customers. - Capitalize on sales opportunities via customer events, financial reviews and branch engagement...
-
Wealth Management Specialist
1 week ago
Singapore LEECRUITMENT PTE. LTD. Full timeRoles & ResponsibilitiesJob Description:Are you ready to build a rewarding career in financial services, helping clients secure their financial futures? Join our team as a Wealth Management Consultant, where you'll receive in-depth training and one-on-one mentorship from award-winning financial experts. This role offers diverse opportunities to specialize in...
-
Relationship Manager
3 minutes ago
Singapore iHarvest Wealth Management Pte Ltd Full time**About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...