Current jobs related to Wealth Planning Manager - Singapore - TALENTSIS PTE. LTD.

  • Wealth Management Specialist

    3 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & 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 Manager

    4 days ago

    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

  • Wealth Management Growth Hacker

    1 month ago

    Singapore BNP Paribas Wealth Management Full time

    About 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...

  • Senior Wealth Strategist

    3 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & 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 Planning Manager

    2 weeks ago

    Singapore DBS Bank Full time

    Job OverviewWe are seeking a skilled Wealth Planning Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for managing relationships with high net worth individuals and providing personalized wealth planning solutions.Key ResponsibilitiesDevelop and implement comprehensive wealth plans for clientsProvide ongoing...

  • Wealth Management Professional

    1 month ago

    Singapore BNP Paribas Wealth Management Full time

    Job 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

    1 month ago

    Singapore BNP Paribas Wealth Management Full time

    Job 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...

  • Elite Wealth Management Professional

    4 days ago

    Singapore ELITE WEALTH CONSULTANCY Full time

    Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.

  • Wealth Planning Manager

    1 month ago

    Singapore Citi Full time

    Job Title: Wealth Planning ManagerCiti is a leading global bank with a long history of providing financial services to individuals, corporations, and governments. We are currently seeking a highly skilled Wealth Planning Manager to join our team in Singapore.Responsibilities:Work closely with field sales managers to support the growth of existing clients'...

  • Wealth Management Advisor

    2 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...

  • Wealth Management Professional

    4 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job 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...

  • Wealth Management Professional

    4 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job 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 Investment Advisor

    3 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & 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 planning manager

    2 weeks ago

    Singapore Talenta Consultants Full time

    We are currently recruiting for a local banking client: Job Details: Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM (Onsite - non-negotiable) Comprehensive training will be provided - 3 weeks paid training Annual...

  • Wealth Relationship Executive

    3 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

  • Wealth Planning Manager

    1 month ago

    Singapore Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Client service officer

    1 week ago

    Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

  • Wealth Director

    3 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Key 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 Planning Specialist

    3 weeks ago

    Singapore U3 INFOTECH PTE. LTD. Full time

    Roles & ResponsibilitiesAs a Wealth Planning Manager at U3 INFOTECH PTE. LTD., you will be responsible for providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.Provide...

  • Wealth Director

    3 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & 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 Planning Manager

2 months ago

Singapore TALENTSIS PTE. LTD. Full time
Job Title: Banking Wealth Planning

We are seeking a highly skilled and motivated Banking Wealth Planning professional to join our team at Talentsis Pte. Ltd.

Job Summary:

The successful candidate will be responsible for providing sound wealth management and financial advisory services to customers, helping them make informed decisions about their money to achieve their life goals.

Key Responsibilities:
  • Provide personalized financial planning advice to customers, identifying suitable financial solutions offered by the bank to meet their financial goals.
  • Develop and maintain strong relationships with customers, understanding their financial needs and preferences.
  • Stay up-to-date with banking regulations and ensure compliance with all relevant rules and guidelines.
  • Work collaboratively with colleagues to achieve a balanced scorecard set by the company.
Requirements:
  • A degree in any discipline, with a strong passion for banking and wealth management.
  • Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
  • Confidence and presentation skills, with a strong desire to succeed in a fast-paced environment.
  • Ability to work on a flexible schedule, including weekends, with a good sense of urgency and willingness to adapt to changing priorities.
What We Offer:

A dynamic and supportive work environment, with opportunities for professional growth and development.

A competitive salary and benefits package, with a range of perks and incentives.

The chance to work with a talented and diverse team, making a real difference in the lives of our customers.