Wealth Management Professional
3 days ago
Perennial HR is seeking an experienced Wealth Management Professional to support Relationship Managers in managing a portfolio of high-net-worth clients. As the primary point of contact, you will deliver exceptional service and handle administrative tasks to ensure regulatory compliance.
Key Responsibilities:
Serving as the primary point of contact for clients involves handling daily account administration across various Bank services and products. Respond promptly and professionally to client requests, managing tasks end-to-end and collaborating with other teams to guarantee timely and accurate delivery.
You will support RMs in managing client relationships, including account opening, reporting, annual reviews, and credit applications. Transaction processing, account maintenance, and service delivery are critical to meeting client requirements. Prepare ad-hoc reports for clients as needed and identify process improvements to enhance client satisfaction.
Ensure compliance with all regulatory and internal policies, performing gate-keeping functions for RMs. Stay updated on market trends, economic developments, and product offerings to provide expert advice to clients.
Requirements:
- Bachelor's degree with at least 5 years of relevant experience in Wealth Management
- CACS Paper 1 & 2
- Strong knowledge of trade execution, account opening documentation, payment processing, and securities transfers
Personal Attributes:
- Excellent organizational and problem-solving skills
- Strong interpersonal skills, approachable and client-focused
- Ability to work under pressure and exercise good judgment
- A team player with a genuine interest in people and passion for client service
-
Wealth Management Professional
3 days ago
Singapore VA Cornerstone Wealth Full timeWe're looking for a highly skilled Wealth Management Professional to join our team at VA Cornerstone Wealth. This is a full-time on-site role located in Singapore.Job Overview:The ideal candidate will have extensive knowledge of wealth management and financial markets, with strong analytical and problem-solving skills.Key Responsibilities:Provide expert...
-
Assistant Wealth Management
2 weeks ago
Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...
-
Wealth Manager
1 day 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
18 hours 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 Professional
3 days ago
Singapore Nomura Holdings, Inc. Full timeWe are looking for a highly motivated Wealth Management Professional to join our International Wealth Management Division in Singapore.As a Wealth Management Professional, you will work closely with RMs to provide advisory services with multi-asset class investment solutions to high net worth individuals and institutional clients. Your key responsibilities...
-
Wealth Associate
1 week 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 Professional
6 hours ago
Singapore Maybank Full timeWe are seeking an experienced Wealth Management Professional to join our Premier Wealth team. In this role, you will be responsible for acquiring and prospecting new customers for our offshore segment.Your key responsibilities will include:Providing expert advice on financial planning and investment solutions to clients.Building and maintaining relationships...
-
Wealth Manager
3 days ago
Singapore Professional Investment Advisory Services Pte Ltd Full timeCompany Description Professional Investment Advisory Services Pte Ltd (PIAS) is a leading network of advisers in Singapore with close to 1100 advisers. Licensed and regulated by the Monetary Authority of Singapore (MAS), PIAS is backed by strong governance and financial stability. Recognized as the Top AUA Firm by iFast, PIAS offers a diversified suite of...
-
Wealth Investment Advisor
1 week 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
3 days ago
Singapore Professional Investment Advisory Services Pte Ltd Full timeDirect message the job poster from Professional Investment Advisory Services Pte Ltd Professional Investment Advisory Services Pte Ltd (“PIAS”) is a leading financial advisory firm in Singapore, with close to 1100 advisers and licensed by the Monetary Authority of Singapore (MAS). Backed by over $800 million of Assets Under Advice and recognised as the...
-
Wealth Investment Advisor
1 week 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 Management Associate
1 week 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...
-
Wealth Management Associate
1 week 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 Professional
3 days ago
Singapore CICC Full timeCICC is a leading financial institution providing high-net-worth clients with a comprehensive range of financial products and services. Our Institutional Wealth Advisory team is dedicated to delivering tailored solutions to meet the complex needs of our discerning clients.Job Scope:This role involves developing business relationships with high-net-worth...
-
Wealth Management Support Professional
3 days ago
Singapore This Is An IT Support Group Full timeJob ResponsibilitiesThe Wealth Management Support Professional will be responsible for ensuring that all operational matters are resolved in a timely and accurate manner. This includes taking ownership of issues and exceptions and bringing them to a logical conclusion.As a Wealth Management Support Professional, you will also be responsible for driving...
-
Wealth Management Professional
3 days ago
Singapore PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd) Full timePERSOLKELLY Singapore Pte Ltd is looking for a highly motivated and results-driven Wealth Planning Manager to join our team.About the RoleThis role requires a strong understanding of financial planning principles and the ability to deliver expert financial advice to clients. The successful candidate will be instrumental in providing comprehensive financial...
-
Wealth Management Professional
3 days ago
Singapore Pinnacle Consult Full timeJob Description:This is a full-time hybrid role for a Wealth Management Specialist at Pinnacle Consult. The Wealth Management Specialist will be responsible for financial planning, investment management, and insurance services. Key responsibilities include:Financial planning and investment managementInsurance services
-
Wealth Management Professional
3 days ago
Singapore CICC Full timeCICC Wealth Management OverviewAs a leading financial institution, CICC Wealth Management provides high-net-worth clients with comprehensive financial solutions covering domestic and overseas markets. Our team of experts offers a broad spectrum of services including securities trading, investment products, and financing solutions.Job Responsibilities:Develop...
-
Wealth Management Professional
3 days ago
Singapore Maybank Full timeJob OverviewWe are seeking a seasoned Wealth Manager to join our team at Maybank. As a key player in our Premier Wealth Offshore segment, you will be responsible for acquiring and prospecting new customers. Your primary objective will be to plan and manage clients' assets by matching Maybank's financial and investment product solutions to their needs. This...
-
Wealth Management Professional
3 days ago
Singapore LMA Recruitment Full timeWe Are Looking ForA motivated and driven relationship manager to join our team at LMA Recruitment. As a key member of our team, you will be responsible for managing a portfolio of clients, providing expert advice on wealth management products, and promoting digital banking channels to enhance client satisfaction.About the Role:Manage and grow a portfolio of...