Wealth Management Professional
7 days ago
Job Title: Wealth Management Professional
CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC's integrated platform, professional research and full market allocation resources, the Wealth Management team is able to meet clients' comprehensive needs by means of persistent customer services and one-stop tailor-made solutions.
Job Scope:
This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:
- Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
- Provide investment advisory and asset allocation services.
- Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
- Assist clients on wealth planning and preservation through various tools and services.
- Work in a highly dedicated and professional team environment.
Requirements:
- Knowledge
- Sufficient knowledge on the major international capital markets, investment instruments and the firm's products and services.
- Understand the client's investment need and orientation.
Skills and Abilities
- Client service driven.
- Passionate for front line sales roles and interested in financial market.
- Effective communicator.
- Excellent interpersonal skills and team player.
- Highly disciplined and self-motivator.
- Good Mandarin and English.
Qualifications
- Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
- Bachelor's degree in relevant majors, preferably an MBA degree holder.
- Relevant license.
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...
-
Wealth Management Professional
1 week 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...
-
Senior Wealth Strategist
13 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...
-
Wealth Management Growth Hacker
3 weeks ago
Singapore BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading global wealth manager, providing personalized and innovative solutions to high net worth individuals and families. With a presence in 13 markets across Asia Pacific, we offer a wide range of financial services, including wealth management, asset management, and private banking.Job...
-
Wealth Management Professional
1 week ago
Singapore Professional Investment Advisory Services Pte Ltd Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Management Executive to join our team at Professional Investment Advisory Services Pte Ltd.Key ResponsibilitiesProvide expert investment advice to clients, tailoring solutions to meet their unique financial goals and objectives.Maintain regular contact with existing clients, expanding your...
-
Wealth Management Specialist
24 hours ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...
-
Wealth Director
13 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeKey Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...
-
Wealth Management
2 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism 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...
-
Wealth Management
2 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition 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...
-
Wealth Director
24 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...
-
Wealth Management Associate
1 month ago
Singapore CO Wealth Advisory Full timeWealth 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 we...
-
Wealth Management Professional
4 weeks ago
Singapore Ethos BeathChapman Full timeUnlock Your Potential in Wealth ManagementAre you a seasoned Relationship Manager looking to elevate your career in wealth management? Do you have a proven track record of managing high-net-worth individuals (HNWI) and delivering tailored financial solutions? We are seeking a dynamic and ambitious professional to join our team as a Private Client Advisor -...
-
Wealth Manager Professional
13 hours ago
Singapore TECH AALTO PTE. LTD. Full timeWealth Management Opportunities at TECH AALTO PTE. LTD.About the RoleThe ideal candidate for this wealth management position will be a dynamic and experienced professional with a proven track record of building successful client portfolios. As a wealth manager, you will guide and support high net worth clients in achieving their financial objectives.Key...
-
Wealth Management Professional
2 weeks ago
Singapore HSBC Full timeJob DescriptionHSBC is seeking a highly skilled and experienced professional to join our team as a Premier Elite Associate Director. This role is a key position in our Wealth Management division, responsible for providing exceptional client service and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with high net worth...
-
Wealth Management Professional
1 month ago
Singapore Hatch Careers Singapore Full timeUnlock Your Potential in Wealth ManagementWe are seeking a talented and ambitious Wealth Management Executive to join our team at Hatch Careers Singapore. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.About the Role:As a Wealth Management Executive, you will be responsible for:Providing...
-
Wealth Management Professional
1 month ago
Singapore CICC Full timeJob Title: Wealth ManagementCICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC's integrated platform, professional research and full market allocation...
-
Sales & Marketing Executive (Wealth Management)
24 hours ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...
-
Wealth Management Specialist
3 weeks ago
Singapore Professional Investment Advisory Services Pte Ltd Full timeJob Title: Wealth Management ExecutiveAbout the Role:We are seeking a highly motivated and experienced Wealth Management Executive to join our team at Professional Investment Advisory Services Pte Ltd. As a key member of our team, you will be responsible for providing comprehensive financial advice and investment solutions to our clients.Key...