Senior Officer, Wealth Planning Specialist

At Selby Jennings, we are seeking a skilled Wealth Planning Support Specialist to join our team at an international private bank. This role will provide support to the senior wealth planning team, assisting with various tasks and responsibilities.Key Responsibilities:Assist the senior wealth planning team with marketing support and client queries.Coordinate...

We are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. The successful candidate will be responsible for assisting the senior wealth planning team in various tasks.Key Responsibilities:Marketing Support: Provide support to the marketing team in promoting wealth planning services.Client Support: Answer queries...

Wealth Planning SpecialistAt United Overseas Bank, we're seeking a skilled Wealth Planning Specialist to join our team.About the RoleThe successful candidate will be responsible for ensuring the completeness and compliance of financial planning documents submitted by Client Advisors. They will also be trained to handle data updates, generate reports, and...

Job DescriptionWe are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. This exciting opportunity will see you working closely with our senior wealth planning team to deliver exceptional support and services to our clients.About the Role:The successful candidate will be responsible for providing administrative...

Role OverviewWe are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.About YouYou have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or...

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...

DBS Bank, a leading financial institution in Singapore, is seeking an experienced Financial Planning Specialist to join our Wealth Management team.About the RoleThe ideal candidate will have at least 6 years of sales experience and a strong understanding of financial planning principles. They will be responsible for providing innovative product solutions to...

Key Responsibilities:As 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:Offer Professional Wealth Advice - To provide expert advice and appropriate financial solutions to Premier Banking customers, achieving...

Job Summary:We are seeking a skilled Senior Client Wealth Manager to join our team at Selby Jennings. As a Senior Client Wealth Manager, you will be responsible for maintaining and enhancing relationships with high net worth clients, family offices, and EAMs.Key Responsibilities:Maintain and enhance relationships with existing high net worth clients, family...

**Job Title:** Senior Wealth Management Specialist**Location:** Singapore and Hong Kong**Company Overview:At eFinancialCareers, we are committed to helping our clients achieve their financial goals. As a Senior Wealth Management Specialist, you will play a key role in developing and maintaining relationships with high net worth individuals in Singapore and...

About the RoleWe are seeking a highly motivated and experienced Senior Wealth Acquisition Specialist to join our Privilege Banking team. As a key member of our team, you will be responsible for acquiring high-net-worth individuals for UOB Privilege Banking and Privilege Reserve.Job ResponsibilitiesIdentify and acquire highly affluent clients with assets...

About the Role:We are seeking a Senior Operations Specialist to join our Wealth Management team in Singapore. As a key member of the team, you will be responsible for providing high-quality support to our clients and colleagues.Key Responsibilities:Perform wealth account opening and closure, including setting up sub-trading accounts with brokers and...

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...

Senior Wealth Planning ManagerAbout the Role:We are seeking a highly motivated and experienced Senior Wealth Planning Manager to join our team at DBS Bank Ltd. As a key member of our Consumer Banking Group, you will be responsible for delivering exceptional wealth planning solutions to our clients.Salary:The successful candidate can expect an attractive...

We are seeking a highly skilled Wealth Planning Manager to join our team at Citi. As a key member of our organization, you will be responsible for developing and implementing strategic plans to help our clients achieve their financial goals.About the RoleCollaborate with field sales managers to support sales professionals in a particular geographic...

About OCBC BankAs a leading banking group in Southeast Asia, we cater to the needs of almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division serves high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking...

Job DescriptionWe are seeking an experienced and skilled Business Compliance Manager to join our team at Indosuez Wealth Management in Singapore.About the RoleThis is a critical position that requires strong leadership skills, technical expertise, and excellent communication abilities. The successful candidate will be responsible for managing risks...

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...

Company OverviewManulife Investment Management (Singapore) Pte. Ltd., a wholly-owned subsidiary of Manulife, has been operating in Singapore since 2007. As a hub for wealth management in Asia, our primary function is to provide investment management and related services to Manulife Singapore, including the management of General Accounts and developing...

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...