Senior Wealth Strategist
3 weeks ago
Talentvis Singapore Pte. Ltd. is a leading provider of financial services, and we are seeking a highly skilled Senior Wealth Strategist to join our team in the Greater China market.
Job DescriptionWe are looking for a talented individual with extensive experience in private wealth management to develop and implement tailored financial solutions for high-net-worth clients in the Greater China region.
Key Responsibilities:- Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing strategic wealth management services.
- Client Insight & Wealth Planning: Understand clients' business backgrounds, sources of wealth, and financial objectives to deliver bespoke wealth management solutions.
- Tailored Financial Solutions: Develop customized investment and risk management strategies that address clients' financing and liquidity needs.
- After-Sales Service: Provide exceptional after-sales support to enhance client satisfaction and trust.
- Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all regulatory requirements.
- Bachelor's degree with a minimum of 10 to 15 years' experience in private wealth management, serving high-net-worth clients.
- Strong familiarity with the Greater China market, including regulatory and compliance requirements.
- In-depth product knowledge and the ability to interact with clients in the Greater China region.
- Singapore Client Advisory Competency Standards (CACS) qualification required.
- Excellent client-facing, sales, and stakeholder management skills.
The estimated salary range for this role is SGD $120,000 - $180,000 per annum, depending on experience. Additionally, you can expect a comprehensive benefits package, including health insurance, retirement savings plan, and opportunities for professional development.
-
Senior Wealth Strategist
4 weeks ago
Singapore NUVAMA INVESTMENT ADVISORS PRIVATE LIMITED Full timeRole OverviewWe are seeking a Senior Wealth Strategist to join our team at Nuvama Investment Advisors Private Limited. As a key member of our private wealth practice, you will play a critical role in delivering exceptional investment solutions to high net worth individuals.
-
Senior Wealth Strategist
4 weeks ago
Singapore AFFLUENCE188 Full timeOverview of RoleAs a Senior Wealth Strategist at Affluence188, you will play a vital role in providing expert financial advice to clients. With a comprehensive training and development program, you will have the opportunity to continuously develop your skills and knowledge in wealth management, risk management, and more.Compensation PackageThe scheme...
-
Wealth Planning Strategist
4 weeks ago
Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full timeAbout the RoleWe are seeking an experienced Wealth Planning Strategist to join our team at STANDARD CHARTERED BANK (SINGAPORE) LIMITED. As a key member of our wealth planning and family advisory team, you will play a crucial role in driving profitable growth, deepening client relationships, and delivering exceptional service.
-
Wealth Strategist
4 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeUnlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...
-
Senior Wealth Strategist
3 hours ago
Singapore Talentvis Singapore Pte. Ltd. Full timeCompany Overview">">Talentvis Singapore Pte. Ltd. is a leading provider of financial services, serving high-net-worth clients in the Greater China region.">">Salary">">The estimated annual salary for this position is SGD $150,000 to SGD $200,000, depending on experience and qualifications.">">Job Description">As a Senior Wealth Strategist - Greater China,...
-
Senior Financial Strategist
1 month ago
Singapore Click and Connect Online Limited Full timeJob OverviewWe are representing a leading International Wealth Management firm looking for an experienced and qualified Senior Financial Strategist to join their team in Singapore.
-
Singapore DBS BANK LTD. Full timeJob DescriptionWe are seeking a highly motivated and customer-focused Senior Wealth Strategist to join our Consumer Banking Group at DBS BANK LTD.Key Responsibilities:Develop and execute personalized financial plans to help clients achieve their wealth goals.Provide expert advice on investment ideas, insurance solutions, and other wealth management...
-
Global Wealth Strategist
3 weeks ago
Singapore Ark Group International (Hong Kong) Limited Full timeAt Ark Group International (Hong Kong) Limited, we are seeking a highly skilled Global Wealth Strategist to join our team.About the RoleWe estimate this role comes with an annual salary of approximately HK$1,200,000 - HK$1,500,000 depending on experience and qualifications.The successful candidate will be responsible for growing the business through...
-
Senior Business Consultant for Wealth Management
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeWe are seeking a Senior Business Consultant to join our Wealth Management team at BNP Paribas.About the RoleThis is a senior-level business analysis position responsible for techno-functional analysis of features built in Margin man implementation, managing business stakeholders and delivering BAU and projects on time with end-to-end ownership of delivery...
-
Senior Private Wealth Advisor
3 weeks ago
Singapore Fargo Wealth Group Limited Full timeJob Description:We are seeking a highly skilled Senior Private Wealth Advisor to join our team at Fargo Wealth Group Limited. This role will be responsible for managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the Asia market.Key Responsibilities:Client Relationship Management:Develop and nurture strong relationships...
-
Financial Wealth Strategist
4 weeks ago
Singapore SJGROUP ADVISORS Full timeAbout UsSJGROUP ADVISORS is a forward-thinking financial services company that empowers individuals to achieve their goals and secure their financial futures.Salary InformationThe estimated salary for this position is $4,500 - $6,000 per month, depending on experience and performance.Job DescriptionWe are seeking a highly motivated and customer-focused...
-
Business Strategist, Wealth Management
3 days ago
Singapore Citi Full timeOverview">Citi is a leading global bank that provides financial services to individuals, businesses, and governments. Our mission is to empower people to achieve their goals and dreams by providing innovative solutions and exceptional service.Salary">We offer a competitive salary of $120,000 - $150,000 per year, depending on experience and...
-
Highly Successful Wealth Development Strategist
4 weeks ago
Singapore BANK OF CHINA LIMITED Full timeAbout the RoleWe are seeking a skilled and self-driven wealth development strategist to join our Retail Banking team at BANK OF CHINA LIMITED.This is an exciting opportunity for a talented professional who can build strong relationships with our mass-affluent customers, tailor personalized financial planning solutions, and help them grow their wealth with...
-
Elite Wealth Strategist
4 weeks ago
Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full timeJob Overview:We are seeking a highly skilled Senior Wealth Advisor to join our team at Good Job Creations (Singapore) Pte. Ltd. This role offers an exceptional opportunity for an accomplished professional to elevate clients' financial journeys and shape their wealth goals.About the Role:This is a leadership position that requires expertise in financial...
-
Financial Strategist
4 weeks ago
Singapore SUPERHERO PRODUCTIONS Full timeAre you ready to take charge of your financial future?Superhero Productions is seeking a skilled Financial Strategist to join our team and help clients achieve their wealth goals.Company OverviewWe are a dynamic company dedicated to empowering individuals to build their own passive income streams.As a Financial Strategist, you will work independently and...
-
Private Wealth Marketing Strategist
4 weeks ago
Singapore Brookfield Asset Management, Inc Full timeAbout Brookfield Asset Management, Inc.Brookfield Asset Management, Inc. is a global leader in alternative asset management with a rich 100+ year history of owning and operating real assets and related businesses.Brookfield CultureWe have a unique and dynamic culture that seeks team members who share our long-term focus and values. Our Attributes of a...
-
Senior Financial Strategist
4 weeks ago
Singapore ABUNDANT LIFE PLANNERS PTE LTD Full timeJob Description:We are seeking a highly skilled Senior Financial Strategist to join our team at Abundant Life Planners Pte Ltd. The ideal candidate will have extensive experience in working with Ultra High-Net-Worth individuals and families, providing bespoke financial solutions tailored to their needs.This role involves cultivating strong relationships with...
-
Chief Investment Strategist
3 hours ago
Singapore Charterhouse Partnership Singapore Full timeAbout Charterhouse Partnership SingaporeWe are a leading private bank offering bespoke wealth management solutions to our discerning clients.Job OverviewWe are seeking an experienced Chief Investment Strategist - Alternative Wealth Management to join our team in Singapore. The ideal candidate will have a strong track record of distributing private market...
-
Financial Wealth Strategist
3 days ago
Singapore Ark Group International (Hong Kong) Limited Full timeJob Description:Grow the business through proactive acquisition and retention of high net worth clients, building a deep understanding of their investment needs and providing sound financial advice in partnership with internal teams.Responsibilities:Expand client base through relationship development and strategic partnerships;Analyze client needs and...
-
Senior Wealth Strategist
3 days ago
Singapore AIA Singapore Private Limited Full timeJob OverviewAIA Singapore Private Limited is seeking a seasoned Wealth Management Consultant, HNW to join our marketing, distribution & partnership team.Key Responsibilities:Financial Planning and Sales: Perform financial planning exercises with high net worth clients, managing the overall production numbers and achieving sales targets under the leadership...