Wealth Development 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...

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...

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...

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...

Indosuez Wealth Management is seeking a skilled Technical Support Specialist to join our team. This role is an excellent opportunity for individuals who are passionate about technology and customer service.Job Description:The Technical Support Specialist will be responsible for managing all incoming IT production issues and requests, creating tickets if...

Unlock Your Sales Potential with TITAN WEALTHWe are seeking a skilled Business Development Representative to join our team and contribute to our mission of helping clients make informed financial decisions.About the Role:As a Business Development Representative, you will be responsible for setting qualified appointments for our investment specialists. This...

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...

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...

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...

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...

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 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...

About UsDBS Bank, a leading wealth management platform in Singapore, offers clients a seamless and all-encompassing banking experience. Our comprehensive offerings cater to the diverse requirements of both Onshore and Offshore affluent clientele.Your Role:As a Treasures Relationship Manager, you will be responsible for providing personalized advice and...

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 OverviewThe Emirates NBD Bank (P.J.S.C) is seeking a skilled Wealth Management Operations Specialist to join its team in Singapore. The ideal candidate will possess at least 5 years of experience in business support roles within wealth management and a strong understanding of investment/wealth management framework, governance, and risk management...

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...

Company OverviewWe are a dynamic and forward-thinking financial institution dedicated to helping individuals and families achieve their wealth accumulation goals. Our team is passionate about delivering exceptional service and building long-lasting relationships with our clients.Salary: $80,000 - $120,000 per annumAbout the RoleAs a Wealth Accumulation...

About This OpportunityWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank Negara Indonesia. As a key member of our Wealth Management team, you will be responsible for providing holistic solutions to our Priority clients, working closely with other members of the team to identify and pursue new business opportunities.Key...

Roles & 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...

Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at United Overseas Bank. As a key member of our Privilege Banking department, you will be responsible for developing and growing our relationships with affluent and high net worth clients.Key ResponsibilitiesProvide financial advisory services and appropriate financial...