Wealth Management Team Lead Relationship Manager Position

Wealth Management Team Lead/Relationship Manager Tangspac Singapore Posted: 3 days ago Type: Permanent Salary: S$100k - S$200k Established CMS and EFA licensed Chinese Bank seeking motivated, driven and hungry Wealth Management Relationship Managers. No geographical segregation. No product limitations. No client limitation. Responsibilities Developing...

**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,...

**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,...

As **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

Welcome to Taurus Wealth, where **tradition and innovation** are united in an entrepreneurial environment, empowering individuals to excel. We offer **attractive career opportunities** with a long-term perspective across a wide range of business activities and locations. As part of the **Taurus Family**, you are given the right amount of flexibility so that...

Why Join Us?At APEX WEALTH MANAGEMENT LLP, we offer a dynamic and supportive work environment where you can grow and develop your career. We are committed to delivering exceptional results for our clients, and we seek like-minded individuals who share our passion for excellence.We believe that our people are our greatest asset, and we invest in their growth...

Wealth Management Opportunity:Wealth Asia LLP is a leading provider of wealth management services to affluent individuals. We are seeking a highly motivated and results-driven Wealth Management Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial...

**Job Description**: 1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients; 2. Build and develop a deep understanding of clients’ investment needs; 3. Provide sound financial advice to clients working in partnership with different internal teams; 4. Be a strong advisor to the clients in their wealth planning and work to...

Job Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients' investment needs; Provide sound financial advice to clients working in partnership with different internal teams; Be a strong advisor to the clients in their wealth planning and work to continually...

**JOB DESCRIPTION** - Assist the Relationship Managers with maintaining and further developing existing clients designated under their care. - Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible. - Ensure clear and...

**JOB DESCRIPTION** - Assist the Relationship Managers with maintaining and further developing existing clients designated under their care. - Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible. - Ensure clear and...

Company OverviewWealth Asia LLP is a dynamic and progressive wealth management firm dedicated to delivering exceptional financial advisory services to our clients. Our team of experts provides tailored solutions to help individuals and businesses achieve their financial goals.We are currently seeking a highly motivated and detail-oriented Business...

About the RoleWe are seeking a talented and ambitious individual to join our sales team as a Wealth Management Trainee. In this role, you will participate in sales and marketing activities, and receive comprehensive training on sales and wealth management techniques in the financial services sector.You will be working closely with our experienced sales team...

About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Job Description:As a Wealth Accumulation Specialist, you will play a key role in...

Roles & 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...

Roles & ResponsibilitiesPosition Overview:As a High Net-Worth Relationship Manager (HNW / PB RM), you will be responsible for managing and growing relationships with high-net-worth individuals (HNWIs). You will provide bespoke financial solutions, expert advice, and personalized wealth management services to your clients. The role requires building strong...

**The Job** **Assistant Relationship Manager** We offer a position to support the growth of our client relationship management team. Unlike traditional banks and fund management houses, we do not focus on buying AUM by hiring RM, but our main priority is rather to mentor and train you to eventually become the best RM to our clients. We support work-life...

**Why Mizuho** At Mizuho Securities Singapore, our greatest asset is our people, and we are committed to promoting a vibrant and supportive environment full of opportunities. Just like our global client and customer base, our people come from diverse backgrounds and our success is supported by our creativity, teamwork, and collective abilities as...

About Wealth Asia LLPWe are a leading financial services company that provides internship programmes for students in wealth, financial services, and sales management.