Private Wealth Solutions Specialist

Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

Job Title: Private Wealth Insurance SpecialistThe role of a Private Wealth Insurance Specialist involves working with insurance firms that partner with private banks to provide wealth preservation solutions to high-net-worth individuals.Key Responsibilities:Prospect new business through sales and marketing activities, identifying cross-selling opportunities...

Our client, a leading international bank with a strong regional presence, is seeking an experienced **Private Banking Relationship Manager**to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth solutions, and...

Job Title: Private Wealth Onboarding Specialist">Job Description">This role sits within the Private Wealth BCCO unit, responsible for supporting the front office in ensuring timely and compliant onboarding of new clients.">The successful candidate is expected to be well-versed in AML/CFT and CDD standards, and familiar with the documentation and regulatory...

The role of a KYC Specialist in Private Wealth involves supporting the front office with timely and compliant onboarding of new clients. To excel in this position, you must be well-versed in Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) standards, as well as familiar with documentation and regulatory requirements for Private Wealth.Key...

Job DescriptionOur client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth...

As a Product Specialist within the Private Wealth Management department, you will be responsible for: - Executing (pre - and post-trade included) a range of financial products including equities, structured products and fixed income instruments. - Working closely with our Advisors to suggest holistic investment solution to meet client’s investment...

Roles & Responsibilities Do 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...