Wealth Planning Support Specialist

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 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...

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...

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...

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...

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...

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...

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...

Roles & ResponsibilitiesWe are exclusively looking out for one our top banking clients in Singapore who is building up a team for their Islamic Wealth Advisory arm. They are looking to bring onboard niche and experienced profiles as their investment specialists. They will be the pioneers within this Pillar and the to-go person who will help to carry out...

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...

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...

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'...

Key Responsibilities:As a Senior Wealth Solutions Specialist at OCBC Bank, you will be responsible for offering professional wealth advice to our Premier Banking customers. This involves engaging with our wealth specialists, sensing the pulse of the global economy, and providing appropriate financial solutions to achieve revenue targets.Key Performance...

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...

Job Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support to our team.Key Responsibilities:Serve as the primary point of...

Job Title: Wealth Management SpecialistAt CICC, we are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our Wealth Management department, you will play a pivotal role in ensuring seamless client service and providing administrative support.Key Responsibilities:Client Service: Serve as the primary...

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

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...

As a key member of the BNP Paribas Wealth Management team, you will play a vital role in supporting the daily operations of our clients.Key ResponsibilitiesProvide administrative support to Relationship Managers, including answering client calls and responding to internal/external queries.Assist in the preparation of meeting materials and presentations for...

Premier Banking Role OverviewAs a Senior Wealth Solutions Specialist at OCBC Bank, you will be part of the leading wealth solutions team in the industry, supported by a regional wealth panel. Your key responsibilities will include offering professional wealth advice to Premier Banking customers, achieving revenue targets, and being an advocate for Premier...